SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. 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% | – |
Download | ||||||
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% |