SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,887,536 | -4.0% | 337,598 | +0.5% | 3.56% | +2.3% |
| Q2 2023 | $11,338,514 | -7.0% | 335,757 | -7.2% | 3.48% | -16.3% |
| Q1 2023 | $12,197,121 | +9.1% | 361,825 | +1.8% | 4.16% | +14.4% |
| Q4 2022 | $11,181,669 | +285.6% | 355,312 | +240.0% | 3.63% | +273.2% |
| Q3 2022 | $2,900,000 | -67.3% | 104,508 | -63.2% | 0.97% | -70.0% |
| Q2 2022 | $8,873,000 | -6.9% | 284,143 | +13.2% | 3.24% | +13.4% |
| Q1 2022 | $9,527,000 | +23.2% | 250,914 | +32.8% | 2.86% | -1.2% |
| Q4 2021 | $7,732,000 | +59.9% | 188,903 | +62.2% | 2.90% | +25.6% |
| Q3 2021 | $4,835,000 | +13.9% | 116,464 | +14.1% | 2.31% | +23.4% |
| Q2 2021 | $4,246,000 | +33.5% | 102,064 | +26.5% | 1.87% | +5.4% |
| Q1 2021 | $3,181,000 | +8.8% | 80,705 | +3.9% | 1.77% | +11.7% |
| Q4 2020 | $2,924,000 | -99.9% | 77,672 | +8.4% | 1.59% | -3.8% |
| Q3 2020 | $2,331,328,000 | +105965.9% | 71,667 | -3.6% | 1.65% | -21.6% |
| Q2 2020 | $2,198,000 | – | 74,328 | – | 2.10% | – |
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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% |