SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,295,957 | -4.6% | 133,208 | -0.1% | 2.06% | -3.6% |
| Q2 2023 | $4,502,520 | -2.4% | 133,329 | -2.6% | 2.14% | -6.2% |
| Q1 2023 | $4,613,786 | +3.5% | 136,867 | -3.4% | 2.28% | +5.9% |
| Q4 2022 | $4,459,047 | +11.5% | 141,692 | -1.7% | 2.15% | -1.0% |
| Q3 2022 | $4,000,000 | -14.6% | 144,127 | -3.9% | 2.17% | -7.4% |
| Q2 2022 | $4,685,000 | -18.1% | 150,021 | -0.4% | 2.35% | -13.4% |
| Q1 2022 | $5,720,000 | -10.1% | 150,636 | -3.1% | 2.71% | -6.6% |
| Q4 2021 | $6,360,000 | -2.0% | 155,381 | -0.5% | 2.90% | -8.6% |
| Q3 2021 | $6,487,000 | -2.5% | 156,230 | -2.3% | 3.18% | +10.4% |
| Q2 2021 | $6,650,000 | +2.5% | 159,867 | -2.9% | 2.88% | -5.9% |
| Q1 2021 | $6,490,000 | +4.3% | 164,646 | -0.3% | 3.06% | -4.9% |
| Q4 2020 | $6,220,000 | +15.0% | 165,201 | -0.7% | 3.22% | -5.4% |
| Q3 2020 | $5,411,000 | +9.4% | 166,325 | -0.6% | 3.40% | +7.8% |
| Q2 2020 | $4,948,000 | +19.1% | 167,334 | -1.7% | 3.15% | +7.8% |
| Q1 2020 | $4,153,000 | – | 170,190 | – | 2.93% | – |
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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% |