SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,374 | +7.0% | 40,746 | -0.2% | 0.56% | -1.2% |
| Q4 2022 | $1,284 | -99.9% | 40,810 | +1.2% | 0.57% | +7.1% |
| Q3 2022 | $1,120,000 | -13.3% | 40,345 | -2.5% | 0.53% | -10.0% |
| Q2 2022 | $1,292,000 | -20.5% | 41,362 | -3.3% | 0.59% | -10.8% |
| Q1 2022 | $1,625,000 | -5.2% | 42,786 | +2.1% | 0.66% | -0.6% |
| Q4 2021 | $1,714,000 | -0.1% | 41,886 | +1.3% | 0.67% | -6.6% |
| Q3 2021 | $1,716,000 | -2.3% | 41,341 | -2.1% | 0.72% | -6.0% |
| Q2 2021 | $1,756,000 | +5.3% | 42,217 | -0.1% | 0.76% | -16.6% |
| Q1 2021 | $1,667,000 | +5.1% | 42,277 | +0.4% | 0.91% | -3.2% |
| Q4 2020 | $1,586,000 | +15.9% | 42,120 | +0.2% | 0.94% | +2.2% |
| Q3 2020 | $1,368,000 | +10.1% | 42,044 | 0.0% | 0.92% | -1.4% |
| Q2 2020 | $1,243,000 | +18.5% | 42,044 | -2.2% | 0.94% | +2.2% |
| Q1 2020 | $1,049,000 | +51.6% | 42,997 | +115.3% | 0.92% | +60.2% |
| Q4 2019 | $692,000 | +6.5% | 19,973 | -2.4% | 0.57% | -0.9% |
| Q3 2019 | $650,000 | -14.8% | 20,454 | -12.5% | 0.58% | -18.1% |
| Q2 2019 | $763,000 | -4.1% | 23,372 | -5.3% | 0.70% | -9.5% |
| Q1 2019 | $796,000 | – | 24,682 | – | 0.78% | – |
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% |