SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382 | -25.2% | 11,851 | -21.8% | 0.16% | -31.2% |
Q1 2023 | $511 | +13.3% | 15,164 | +5.8% | 0.23% | +22.2% |
Q4 2022 | $451 | -99.9% | 14,326 | -3.7% | 0.19% | -2.6% |
Q3 2022 | $413,000 | -13.2% | 14,881 | -2.4% | 0.19% | -8.1% |
Q2 2022 | $476,000 | -22.0% | 15,243 | -5.1% | 0.21% | -16.6% |
Q1 2022 | $610,000 | -26.7% | 16,055 | -21.0% | 0.25% | -15.4% |
Q4 2021 | $832,000 | +22.7% | 20,316 | +24.4% | 0.30% | +3.8% |
Q3 2021 | $678,000 | -6.9% | 16,336 | -6.7% | 0.29% | -25.6% |
Q2 2021 | $728,000 | -0.4% | 17,502 | -5.6% | 0.39% | +11.5% |
Q1 2021 | $731,000 | +5.9% | 18,534 | +1.2% | 0.35% | -3.1% |
Q4 2020 | $690,000 | +9.9% | 18,320 | -5.2% | 0.36% | +0.8% |
Q3 2020 | $628,000 | +7.7% | 19,318 | -1.9% | 0.36% | +1.7% |
Q2 2020 | $583,000 | +19.7% | 19,702 | -1.2% | 0.35% | +2.3% |
Q1 2020 | $487,000 | -25.1% | 19,945 | +6.4% | 0.34% | -21.2% |
Q4 2019 | $650,000 | – | 18,747 | – | 0.43% | – |
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% |