SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,407,334 | +2049.9% | 130,087 | +2540.8% | 0.53% | +1518.2% |
| Q3 2021 | $205,000 | -1.4% | 4,926 | -1.3% | 0.03% | -5.7% |
| Q2 2021 | $208,000 | -94.4% | 4,993 | -94.5% | 0.04% | -95.0% |
| Q1 2021 | $3,744,000 | +15.6% | 91,284 | +6.1% | 0.70% | -5.6% |
| Q4 2020 | $3,240,000 | +12.3% | 86,059 | -3.0% | 0.74% | -5.6% |
| Q3 2020 | $2,885,000 | -0.1% | 88,694 | +5.5% | 0.78% | -37.4% |
| Q4 2019 | $2,887,000 | – | 84,042 | – | 1.25% | – |
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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% |