SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,986,863 | -4.7% | 61,608 | -0.2% | 0.20% | -2.4% |
| Q2 2023 | $2,085,635 | +0.2% | 61,760 | 0.0% | 0.21% | -4.1% |
| Q1 2023 | $2,081,930 | +6.2% | 61,760 | -0.8% | 0.22% | -3.5% |
| Q4 2022 | $1,959,857 | +13.4% | 62,277 | 0.0% | 0.23% | -2.6% |
| Q3 2022 | $1,728,000 | -11.2% | 62,277 | 0.0% | 0.23% | -8.3% |
| Q2 2022 | $1,945,000 | -17.8% | 62,277 | 0.0% | 0.25% | -15.1% |
| Q1 2022 | $2,365,000 | -7.2% | 62,277 | 0.0% | 0.30% | -4.8% |
| Q4 2021 | $2,549,000 | -1.4% | 62,277 | 0.0% | 0.31% | -9.0% |
| Q3 2021 | $2,586,000 | -0.2% | 62,277 | 0.0% | 0.34% | +1.2% |
| Q2 2021 | $2,591,000 | +5.5% | 62,277 | 0.0% | 0.34% | -2.3% |
| Q1 2021 | $2,455,000 | +4.2% | 62,277 | -0.5% | 0.35% | -0.9% |
| Q4 2020 | $2,356,000 | +9.5% | 62,582 | -5.4% | 0.35% | -2.8% |
| Q3 2020 | $2,151,000 | +9.6% | 66,134 | -0.3% | 0.36% | +3.4% |
| Q2 2020 | $1,962,000 | +14.9% | 66,363 | -5.1% | 0.35% | -6.9% |
| Q1 2020 | $1,707,000 | +357.6% | 69,958 | +497.1% | 0.38% | +358.5% |
| Q4 2019 | $373,000 | 0.0% | 11,716 | 0.0% | 0.08% | -2.4% |
| Q3 2019 | $373,000 | -5.3% | 11,716 | -3.0% | 0.08% | -4.5% |
| Q2 2019 | $394,000 | -10.3% | 12,074 | -11.2% | 0.09% | -25.4% |
| Q1 2019 | $439,000 | +6.0% | 13,599 | -4.9% | 0.12% | -17.5% |
| Q4 2018 | $414,000 | – | 14,306 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |