SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,373,580 | -6.7% | 135,615 | -2.3% | 0.62% | -1.9% |
| Q2 2023 | $4,685,258 | +5.8% | 138,740 | +5.6% | 0.63% | -2.8% |
| Q1 2023 | $4,428,048 | +11.7% | 131,357 | +4.3% | 0.65% | +3.8% |
| Q4 2022 | $3,963,000 | +18.4% | 125,926 | +4.4% | 0.62% | +13.4% |
| Q3 2022 | $3,347,000 | +15.5% | 120,614 | +30.0% | 0.55% | +47.3% |
| Q2 2022 | $2,898,000 | -18.6% | 92,786 | -1.1% | 0.37% | -28.4% |
| Q1 2022 | $3,561,000 | +3.6% | 93,797 | +11.7% | 0.52% | +7.4% |
| Q4 2021 | $3,437,000 | +3.3% | 83,971 | +4.8% | 0.49% | -4.9% |
| Q3 2021 | $3,327,000 | +14.8% | 80,141 | +15.0% | 0.51% | +9.2% |
| Q2 2021 | $2,899,000 | +16.4% | 69,698 | +10.3% | 0.47% | +5.6% |
| Q1 2021 | $2,490,000 | +47.1% | 63,177 | +40.5% | 0.44% | +28.0% |
| Q4 2020 | $1,693,000 | – | 44,971 | – | 0.35% | – |
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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% |