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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,351 | -51.6% | 17,685 | -49.3% | 0.06% | -60.8% |
| Q2 2023 | $1,178,482 | -84.6% | 34,897 | -84.6% | 0.15% | -88.4% |
| Q1 2023 | $7,662,356 | +8.7% | 227,302 | +1.5% | 1.27% | -1.4% |
| Q4 2022 | $7,050,764 | +20.3% | 224,047 | +6.1% | 1.29% | -9.8% |
| Q3 2022 | $5,862,000 | -14.2% | 211,233 | -3.4% | 1.43% | -4.7% |
| Q2 2022 | $6,830,000 | +147.2% | 218,689 | +200.5% | 1.50% | +164.1% |
| Q1 2022 | $2,763,000 | +50.2% | 72,768 | +61.9% | 0.57% | +45.2% |
| Q4 2021 | $1,839,000 | +101.2% | 44,935 | +104.0% | 0.39% | +68.2% |
| Q3 2021 | $914,000 | +164.2% | 22,023 | +164.9% | 0.23% | +147.9% |
| Q2 2021 | $346,000 | +17.7% | 8,315 | +11.4% | 0.09% | -28.2% |
| Q1 2021 | $294,000 | +1.4% | 7,463 | -3.1% | 0.13% | -7.7% |
| Q4 2020 | $290,000 | +1511.1% | 7,703 | +1171.1% | 0.14% | +1320.0% |
| Q2 2020 | $18,000 | +50.0% | 606 | +26.5% | 0.01% | +25.0% |
| Q1 2020 | $12,000 | -40.0% | 479 | -17.8% | 0.01% | -33.3% |
| Q4 2019 | $20,000 | – | 583 | – | 0.01% | – |
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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% |