SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $683,741 | +0.5% | 20,247 | +0.3% | 1.46% | -9.1% |
| Q1 2023 | $680,639 | +4.3% | 20,191 | -2.6% | 1.61% | -14.5% |
| Q4 2022 | $652,562 | +19.5% | 20,736 | +5.5% | 1.88% | +12.7% |
| Q3 2022 | $546,000 | -18.0% | 19,664 | -7.7% | 1.67% | -3.4% |
| Q2 2022 | $666,000 | +124.2% | 21,314 | +172.4% | 1.73% | +170.7% |
| Q1 2022 | $297,000 | – | 7,824 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |