SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,575 | -9.8% | 8,731 | -5.5% | 0.09% | +52.5% |
| Q2 2023 | $312,069 | -18.0% | 9,241 | -18.1% | 0.06% | -21.8% |
| Q1 2023 | $380,417 | +6.7% | 11,285 | -0.4% | 0.08% | +2.6% |
| Q4 2022 | $356,555 | +4.9% | 11,330 | +4.2% | 0.08% | +10.1% |
| Q2 2022 | $340,000 | -18.5% | 10,872 | -1.0% | 0.07% | -1.4% |
| Q1 2022 | $417,000 | -7.1% | 10,977 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $449,000 | +78.9% | 10,977 | +64.4% | 0.07% | +35.8% |
| Q4 2020 | $251,000 | – | 6,675 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |