SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,873 | -17.3% | 213 | -13.4% | 0.00% | 0.0% |
| Q2 2023 | $8,308 | +0.4% | 246 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $8,274 | +75118.2% | 245 | -27.5% | 0.00% | -50.0% |
| Q4 2022 | $11 | -99.9% | 338 | -31.0% | 0.00% | -20.0% |
| Q3 2022 | $14,000 | -6.7% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 490 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $19,000 | -5.0% | 490 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $20,000 | -23.1% | 490 | -20.5% | 0.01% | -25.0% |
| Q3 2021 | $26,000 | 0.0% | 616 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 616 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 614 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | -79.3% | 614 | -82.0% | 0.01% | -82.2% |
| Q3 2020 | $111,000 | -15.9% | 3,416 | -23.8% | 0.04% | +9.8% |
| Q2 2020 | $132,000 | +21.1% | 4,481 | 0.0% | 0.04% | -14.6% |
| Q1 2020 | $109,000 | -31.0% | 4,481 | -1.8% | 0.05% | -25.0% |
| Q4 2019 | $158,000 | +9.0% | 4,562 | -0.1% | 0.06% | -22.9% |
| Q3 2019 | $145,000 | -35.6% | 4,567 | -33.7% | 0.08% | -38.5% |
| Q2 2019 | $225,000 | -10.7% | 6,887 | -11.9% | 0.14% | -22.0% |
| Q1 2019 | $252,000 | +4.1% | 7,819 | -6.2% | 0.17% | -18.8% |
| Q4 2018 | $242,000 | – | 8,333 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |