SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,744,969 | -4.9% | 54,108 | -0.5% | 0.84% | -1.6% |
| Q2 2023 | $1,835,655 | -2.7% | 54,358 | -2.9% | 0.86% | -3.9% |
| Q1 2023 | $1,886,271 | +14.4% | 55,956 | +6.8% | 0.89% | +8.3% |
| Q4 2022 | $1,648,120 | -26.1% | 52,371 | -34.9% | 0.82% | -26.1% |
| Q3 2022 | $2,231,000 | -7.5% | 80,386 | +4.1% | 1.11% | -18.8% |
| Q2 2022 | $2,412,000 | -16.0% | 77,246 | +2.1% | 1.37% | -6.9% |
| Q1 2022 | $2,873,000 | +8.3% | 75,661 | +16.7% | 1.47% | +16.4% |
| Q4 2021 | $2,653,000 | +18.0% | 64,816 | +19.9% | 1.26% | +6.8% |
| Q2 2021 | $2,249,000 | +11.0% | 54,055 | +5.2% | 1.18% | -4.1% |
| Q1 2021 | $2,026,000 | +61.6% | 51,394 | +21.2% | 1.24% | +21.5% |
| Q3 2020 | $1,254,000 | 0.0% | 42,398 | 0.0% | 1.02% | 0.0% |
| Q2 2020 | $1,254,000 | -99.9% | 42,398 | -10.2% | 1.02% | -38.3% |
| Q1 2020 | $1,724,589,000 | +95076.0% | 47,236 | -9.7% | 1.65% | +4.4% |
| Q4 2019 | $1,812,000 | +10.4% | 52,287 | +1.3% | 1.58% | -4.9% |
| Q3 2019 | $1,642,000 | -4.8% | 51,625 | -2.3% | 1.66% | +8.9% |
| Q2 2019 | $1,725,000 | +14.4% | 52,839 | +13.0% | 1.52% | +9.4% |
| Q1 2019 | $1,508,000 | -7.5% | 46,749 | -16.6% | 1.39% | -11.5% |
| Q4 2018 | $1,631,000 | -99.9% | 56,040 | +6.8% | 1.58% | +1.5% |
| Q3 2018 | $1,870,441,000 | +4.6% | 52,452 | +5.8% | 1.55% | -4.6% |
| Q2 2018 | $1,787,848,000 | +3.7% | 49,566 | +4.9% | 1.63% | -1.4% |
| Q1 2018 | $1,724,589,000 | – | 47,236 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |