SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,510,090 | +9.1% | 232,871 | +10.6% | 0.85% | +2.1% |
| Q2 2023 | $6,881,086 | +0.7% | 210,624 | +3.9% | 0.83% | +0.5% |
| Q1 2023 | $6,834,062 | +30.9% | 202,731 | +22.2% | 0.82% | +20.1% |
| Q4 2022 | $5,220,401 | +158.3% | 165,885 | +127.8% | 0.69% | +102.1% |
| Q3 2022 | $2,021,000 | +621.8% | 72,827 | +711.2% | 0.34% | +486.2% |
| Q2 2022 | $280,000 | +8.5% | 8,978 | +42.6% | 0.06% | +38.1% |
| Q4 2021 | $258,000 | -96.0% | 6,295 | -95.9% | 0.04% | -96.7% |
| Q3 2021 | $6,386,000 | +8.3% | 153,802 | +8.6% | 1.26% | +8.3% |
| Q2 2021 | $5,894,000 | +12.8% | 141,685 | +8.9% | 1.16% | +7.1% |
| Q1 2021 | $5,225,000 | +46.7% | 130,117 | +37.5% | 1.08% | +26.8% |
| Q4 2020 | $3,562,000 | +32.0% | 94,614 | +14.0% | 0.85% | +3.0% |
| Q3 2020 | $2,699,000 | +15.2% | 82,970 | +4.7% | 0.83% | +6.4% |
| Q2 2020 | $2,343,000 | +191.8% | 79,252 | +140.7% | 0.78% | +133.9% |
| Q1 2020 | $803,000 | -70.5% | 32,923 | -58.1% | 0.33% | -68.5% |
| Q4 2019 | $2,721,000 | +18.7% | 78,523 | +8.4% | 1.06% | -0.9% |
| Q3 2019 | $2,292,000 | – | 72,417 | – | 1.07% | – |
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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% |