SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |