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 | $583,191 | -32.5% | 18,083 | -29.3% | 0.00% | +100.0% |
| Q2 2023 | $863,354 | -2.3% | 25,566 | -2.5% | 0.00% | -94.4% |
| Q1 2023 | $883,767 | +2.5% | 26,215 | -4.3% | 0.02% | +63.6% |
| Q4 2022 | $861,861 | -35.6% | 27,387 | -43.2% | 0.01% | -35.3% |
| Q3 2022 | $1,339,000 | -12.8% | 48,245 | -1.9% | 0.02% | -10.5% |
| Q2 2022 | $1,535,000 | -18.3% | 49,171 | -0.6% | 0.02% | -5.0% |
| Q1 2022 | $1,879,000 | -10.0% | 49,469 | -3.0% | 0.02% | 0.0% |
| Q4 2021 | $2,087,000 | -8.6% | 50,976 | -7.3% | 0.02% | -35.5% |
| Q3 2021 | $2,283,000 | +502.4% | 54,974 | +371.6% | 0.03% | +342.9% |
| Q3 2020 | $379,000 | +4.4% | 11,658 | -5.1% | 0.01% | -12.5% |
| Q2 2020 | $363,000 | -83.6% | 12,282 | -86.4% | 0.01% | -88.1% |
| Q1 2020 | $2,212,000 | -49.5% | 90,637 | -28.3% | 0.07% | -43.7% |
| Q4 2019 | $4,380,000 | +34.4% | 126,411 | +23.3% | 0.12% | +19.0% |
| Q3 2019 | $3,260,000 | +306.5% | 102,515 | +319.5% | 0.10% | +300.0% |
| Q2 2019 | $802,000 | +3.8% | 24,437 | +2.0% | 0.02% | -16.7% |
| Q1 2019 | $773,000 | +4194.4% | 23,962 | +3764.8% | 0.03% | +2900.0% |
| Q4 2018 | $18,000 | – | 620 | – | 0.00% | – |
Download | ||||||
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% |