SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,256 | -21.9% | 38,950 | -18.3% | 0.33% | -6.2% |
| Q1 2023 | $1,608 | +4.8% | 47,689 | -2.2% | 0.35% | -4.6% |
| Q4 2022 | $1,534 | -99.9% | 48,750 | +14.0% | 0.37% | +13.2% |
| Q3 2022 | $1,187,000 | +108.2% | 42,767 | +134.5% | 0.33% | +110.3% |
| Q2 2022 | $570,000 | -17.7% | 18,241 | 0.0% | 0.16% | -12.4% |
| Q1 2022 | $693,000 | -9.6% | 18,241 | -2.7% | 0.18% | -13.7% |
| Q4 2021 | $767,000 | -1.3% | 18,744 | +0.4% | 0.20% | -23.5% |
| Q2 2021 | $777,000 | +3.7% | 18,667 | +0.1% | 0.27% | -2.2% |
| Q1 2021 | $749,000 | +12.5% | 18,653 | +5.4% | 0.27% | -8.7% |
| Q4 2020 | $666,000 | +16.8% | 17,689 | +1.0% | 0.30% | -1.0% |
| Q3 2020 | $570,000 | +10.0% | 17,507 | 0.0% | 0.30% | +0.7% |
| Q2 2020 | $518,000 | +37.0% | 17,507 | +12.9% | 0.30% | +14.9% |
| Q1 2020 | $378,000 | +37.0% | 15,507 | +94.9% | 0.26% | +56.9% |
| Q4 2019 | $276,000 | – | 7,955 | – | 0.17% | – |
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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% |