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 | $10,520,277 | -7.7% | 326,210 | -3.3% | 2.59% | -6.3% |
| Q2 2023 | $11,392,346 | +0.3% | 337,351 | +0.1% | 2.76% | -7.8% |
| Q1 2023 | $11,362,899 | +12.0% | 337,078 | +4.5% | 2.99% | -5.7% |
| Q4 2022 | $10,146,274 | +17.4% | 322,411 | +3.5% | 3.18% | -2.5% |
| Q3 2022 | $8,646,000 | -8.3% | 311,565 | +3.2% | 3.26% | -11.0% |
| Q2 2022 | $9,430,000 | +43.7% | 301,967 | +74.7% | 3.66% | +48.4% |
| Q1 2022 | $6,563,000 | – | 172,846 | – | 2.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |