SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,307 | -2.7% | 25,870 | +1.9% | 0.47% | -8.7% |
| Q2 2023 | $857,589 | +1.5% | 25,395 | +1.4% | 0.52% | +4.2% |
| Q1 2023 | $844,638 | +100933.3% | 25,056 | -5.7% | 0.50% | -6.1% |
| Q4 2022 | $836 | -99.9% | 26,569 | +12.0% | 0.53% | +1.9% |
| Q3 2022 | $658,000 | -9.4% | 23,727 | +2.1% | 0.52% | +7.7% |
| Q2 2022 | $726,000 | -13.5% | 23,248 | +5.3% | 0.48% | -9.4% |
| Q1 2022 | $839,000 | -5.4% | 22,084 | +1.9% | 0.53% | +5.8% |
| Q4 2021 | $887,000 | +2.4% | 21,668 | +3.9% | 0.50% | -12.6% |
| Q3 2021 | $866,000 | +0.6% | 20,847 | +0.8% | 0.57% | -1.2% |
| Q2 2021 | $861,000 | +5.4% | 20,686 | -0.1% | 0.58% | -2.7% |
| Q1 2021 | $817,000 | +4.9% | 20,714 | +0.2% | 0.60% | -4.8% |
| Q4 2020 | $779,000 | +7.7% | 20,679 | -7.0% | 0.63% | -1.4% |
| Q3 2020 | $723,000 | +15.1% | 22,225 | +4.6% | 0.64% | +4.6% |
| Q2 2020 | $628,000 | +22.4% | 21,239 | +1.1% | 0.61% | +2.4% |
| Q1 2020 | $513,000 | -15.8% | 21,011 | +19.6% | 0.59% | +2.8% |
| Q4 2019 | $609,000 | – | 17,572 | – | 0.58% | – |
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% |