SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,278,767 | -4.7% | 70,659 | -0.2% | 0.59% | -0.2% |
| Q2 2023 | $2,390,900 | -3.3% | 70,800 | -3.4% | 0.59% | -3.0% |
| Q1 2023 | $2,471,746 | +69.0% | 73,324 | +57.8% | 0.60% | +58.0% |
| Q4 2022 | $1,462,598 | -48.5% | 46,476 | -54.6% | 0.38% | -49.6% |
| Q3 2022 | $2,839,000 | +0.2% | 102,303 | +12.8% | 0.76% | -3.3% |
| Q2 2022 | $2,834,000 | -5.1% | 90,731 | +15.4% | 0.79% | +0.5% |
| Q1 2022 | $2,985,000 | +14.7% | 78,624 | +23.7% | 0.78% | +31.6% |
| Q4 2021 | $2,602,000 | +14.3% | 63,574 | +16.0% | 0.59% | -2.8% |
| Q3 2021 | $2,276,000 | +19.0% | 54,820 | +19.3% | 0.61% | +13.8% |
| Q2 2021 | $1,912,000 | +5.8% | 45,960 | +0.2% | 0.54% | -4.3% |
| Q1 2021 | $1,808,000 | – | 45,865 | – | 0.56% | – |
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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% |