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 | $526,643 | -4.5% | 16,330 | 0.0% | 0.15% | -3.2% |
Q2 2023 | $551,465 | -2.8% | 16,330 | -3.0% | 0.16% | -8.7% |
Q1 2023 | $567,374 | +7.1% | 16,831 | 0.0% | 0.17% | 0.0% |
Q4 2022 | $529,672 | +12.2% | 16,831 | -1.1% | 0.17% | -0.6% |
Q3 2022 | $472,000 | -11.3% | 17,026 | 0.0% | 0.17% | -10.4% |
Q2 2022 | $532,000 | -17.6% | 17,026 | 0.0% | 0.19% | -8.1% |
Q1 2022 | $646,000 | -7.3% | 17,026 | 0.0% | 0.21% | -3.2% |
Q4 2021 | $697,000 | -4.5% | 17,026 | -3.2% | 0.22% | -10.3% |
Q3 2021 | $730,000 | -0.1% | 17,582 | 0.0% | 0.24% | -1.2% |
Q2 2021 | $731,000 | +4.4% | 17,582 | -0.9% | 0.24% | -4.3% |
Q1 2021 | $700,000 | +2.5% | 17,749 | -2.2% | 0.26% | -3.8% |
Q4 2020 | $683,000 | – | 18,149 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |