SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,105,524 | +1.2% | 31,686 | -6.4% | 0.27% | -6.2% |
| Q3 2023 | $1,091,952 | -7.7% | 33,859 | -3.3% | 0.29% | -13.9% |
| Q2 2023 | $1,183,030 | +10.0% | 35,032 | +9.8% | 0.34% | -3.7% |
| Q1 2023 | $1,075,618 | -8.4% | 31,908 | -14.5% | 0.35% | -4.9% |
| Q4 2022 | $1,174,334 | +51.5% | 37,316 | +33.5% | 0.37% | +13.9% |
| Q3 2022 | $775,000 | -36.9% | 27,957 | -28.9% | 0.32% | -39.9% |
| Q2 2022 | $1,228,000 | -11.2% | 39,327 | +8.0% | 0.54% | +6.1% |
| Q1 2022 | $1,383,000 | – | 36,424 | – | 0.51% | – |
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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% |