SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,311 | +80.6% | 9,374 | +89.1% | 0.08% | +79.5% |
| Q2 2023 | $167,397 | +47.8% | 4,957 | +47.5% | 0.04% | +37.5% |
| Q1 2023 | $113,257 | +57.3% | 3,360 | +46.9% | 0.03% | +52.4% |
| Q4 2022 | $71,995 | +46.9% | 2,288 | +28.4% | 0.02% | +40.0% |
| Q3 2022 | $49,000 | -39.5% | 1,782 | -31.6% | 0.02% | -37.5% |
| Q2 2022 | $81,000 | +305.0% | 2,607 | +393.8% | 0.02% | +380.0% |
| Q1 2022 | $20,000 | -9.1% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $22,000 | -4.3% | 528 | -4.0% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | 0.0% | 550 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $23,000 | +15.0% | 550 | +4.2% | 0.01% | +20.0% |
| Q1 2021 | $20,000 | +5.3% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $19,000 | +18.8% | 528 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $16,000 | – | 528 | – | 0.01% | – |
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% |