SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $42,539 | +50.9% | 1,274 | +41.6% | 0.02% | +40.0% |
Q3 2023 | $28,188 | -23.9% | 900 | -18.2% | 0.02% | -28.6% |
Q2 2023 | $37,048 | +0.8% | 1,100 | 0.0% | 0.02% | -4.5% |
Q1 2023 | $36,741 | -6.3% | 1,100 | -11.8% | 0.02% | -18.5% |
Q4 2022 | $39,219 | +6.0% | 1,247 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $37,000 | -7.5% | 1,247 | 0.0% | 0.03% | -3.6% |
Q2 2022 | $40,000 | – | 1,247 | – | 0.03% | – |
Download |
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% |