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 2021 | $20,843,000 | +3.8% | 509,233 | +5.3% | 3.07% | -7.6% |
| Q3 2021 | $20,087,000 | +4.5% | 483,794 | +4.7% | 3.32% | +1.9% |
| Q2 2021 | $19,230,000 | +14.5% | 462,253 | +8.5% | 3.26% | +2.5% |
| Q1 2021 | $16,797,000 | +8.3% | 426,098 | +3.4% | 3.18% | +0.1% |
| Q4 2020 | $15,512,000 | +24.5% | 411,996 | +7.6% | 3.17% | +7.5% |
| Q3 2020 | $12,459,000 | +15.4% | 383,009 | +4.9% | 2.95% | +5.4% |
| Q2 2020 | $10,801,000 | – | 365,280 | – | 2.80% | – |
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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% |