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 | $64,823 | -4.5% | 2,010 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $67,878 | +0.2% | 2,010 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $67,757 | +7.1% | 2,010 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $63,255 | +13.0% | 2,010 | 0.0% | 0.02% | +11.8% |
| Q3 2022 | $56,000 | +300.0% | 2,010 | +337.0% | 0.02% | +325.0% |
| Q2 2022 | $14,000 | -17.6% | 460 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -10.5% | 460 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 460 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +27.3% | 460 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $11,000 | -31.2% | 460 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $16,000 | +6.7% | 460 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -30.8% |
| Q1 2019 | $15,000 | +50.0% | 460 | +31.4% | 0.01% | +18.2% |
| Q4 2018 | $10,000 | – | 350 | – | 0.01% | – |
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% |