SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $63,285 | +0.2% | 1,874 | 0.0% | 0.03% | +25.9% |
Q1 2023 | $63,173 | -4.6% | 1,874 | -11.0% | 0.03% | -15.6% |
Q4 2022 | $66,244 | +1.9% | 2,105 | -10.2% | 0.03% | +6.7% |
Q3 2022 | $65,000 | -15.6% | 2,345 | -4.7% | 0.03% | -14.3% |
Q2 2022 | $77,000 | -62.3% | 2,460 | -54.1% | 0.04% | -16.7% |
Q1 2022 | $204,000 | +85.5% | 5,364 | +100.0% | 0.04% | -14.3% |
Q4 2021 | $110,000 | +26.4% | 2,682 | +27.8% | 0.05% | +16.7% |
Q3 2021 | $87,000 | -35.1% | 2,098 | -35.0% | 0.04% | -39.1% |
Q2 2021 | $134,000 | +5.5% | 3,226 | 0.0% | 0.07% | -8.0% |
Q1 2021 | $127,000 | +5.0% | 3,226 | 0.0% | 0.08% | -7.4% |
Q4 2020 | $121,000 | -9.7% | 3,226 | -21.8% | 0.08% | -18.2% |
Q3 2020 | $134,000 | +9.8% | 4,125 | 0.0% | 0.10% | +4.2% |
Q2 2020 | $122,000 | +221.1% | 4,125 | +162.2% | 0.10% | +163.9% |
Q1 2020 | $38,000 | -20.8% | 1,573 | +13.5% | 0.04% | -10.0% |
Q4 2019 | $48,000 | – | 1,386 | – | 0.04% | – |
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% |