SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,666 | -6.0% | 6,935 | -1.6% | 0.04% | -2.2% |
| Q2 2023 | $237,990 | +1.9% | 7,047 | +1.7% | 0.04% | -6.2% |
| Q1 2023 | $233,532 | -1.4% | 6,928 | -8.0% | 0.05% | -11.1% |
| Q4 2022 | $236,896 | +23.4% | 7,528 | +9.1% | 0.05% | +8.0% |
| Q3 2022 | $192,000 | -11.1% | 6,901 | 0.0% | 0.05% | -9.1% |
| Q2 2022 | $216,000 | -17.6% | 6,901 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $262,000 | -3.7% | 6,901 | +3.7% | 0.06% | -7.6% |
| Q4 2021 | $272,000 | -1.1% | 6,656 | +0.6% | 0.07% | -12.0% |
| Q3 2021 | $275,000 | 0.0% | 6,618 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $275,000 | +5.4% | 6,618 | +0.1% | 0.08% | -7.4% |
| Q1 2021 | $261,000 | +4.8% | 6,610 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $249,000 | +16.4% | 6,610 | +0.3% | 0.09% | 0.0% |
| Q3 2020 | $214,000 | +8.6% | 6,587 | -1.3% | 0.09% | +4.9% |
| Q2 2020 | $197,000 | +20.9% | 6,675 | 0.0% | 0.08% | +2.5% |
| Q1 2020 | $163,000 | -29.4% | 6,675 | +0.0% | 0.08% | -27.9% |
| Q4 2019 | $231,000 | 0.0% | 6,674 | -16.1% | 0.11% | -34.3% |
| Q4 2018 | $231,000 | – | 7,951 | – | 0.17% | – |
Download | ||||||
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% |