SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,038,382 | +5.7% | 30,803 | -1.3% | 0.27% | +5.1% |
| Q4 2022 | $982,317 | +13.7% | 31,214 | +0.3% | 0.25% | +8.1% |
| Q3 2022 | $864,000 | -21.3% | 31,135 | -11.4% | 0.24% | -22.7% |
| Q2 2022 | $1,098,000 | -29.4% | 35,154 | -14.2% | 0.30% | -31.7% |
| Q1 2022 | $1,556,000 | -12.9% | 40,971 | -6.1% | 0.44% | -13.4% |
| Q4 2021 | $1,786,000 | -1.8% | 43,647 | -0.4% | 0.51% | -11.1% |
| Q3 2021 | $1,819,000 | -7.3% | 43,816 | -7.1% | 0.58% | -41.4% |
| Q2 2021 | $1,962,000 | +1.8% | 47,171 | -3.5% | 0.99% | -7.9% |
| Q1 2021 | $1,927,000 | +8.4% | 48,893 | +3.6% | 1.07% | +6.1% |
| Q4 2020 | $1,778,000 | +11.9% | 47,212 | -3.4% | 1.01% | +7.0% |
| Q3 2020 | $1,589,000 | +7.2% | 48,849 | -2.6% | 0.94% | -6.1% |
| Q2 2020 | $1,482,000 | +52.6% | 50,133 | +26.0% | 1.00% | +36.9% |
| Q1 2020 | $971,000 | -76.1% | 39,775 | -66.1% | 0.73% | -72.9% |
| Q4 2019 | $4,065,000 | – | 117,306 | – | 2.71% | – |
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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% |