SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,531 | +2.4% | 22,218 | +7.2% | 0.28% | +1.8% |
| Q2 2023 | $699,782 | +15.2% | 20,722 | +15.0% | 0.27% | +9.6% |
| Q1 2023 | $607,319 | +13.1% | 18,016 | +5.6% | 0.25% | +3.7% |
| Q4 2022 | $537,130 | -21.1% | 17,068 | -30.5% | 0.24% | -28.9% |
| Q3 2022 | $681,000 | -43.2% | 24,543 | -36.0% | 0.34% | -34.7% |
| Q2 2022 | $1,198,000 | -65.3% | 38,376 | -57.8% | 0.52% | -60.6% |
| Q1 2022 | $3,450,000 | -30.3% | 90,865 | -24.9% | 1.32% | -32.4% |
| Q4 2021 | $4,950,000 | -3.0% | 120,938 | -1.6% | 1.95% | -11.3% |
| Q3 2021 | $5,103,000 | +21.4% | 122,906 | +21.7% | 2.20% | +22.2% |
| Q2 2021 | $4,202,000 | +31.9% | 100,998 | +24.9% | 1.80% | +15.5% |
| Q1 2021 | $3,186,000 | +55.8% | 80,832 | +48.8% | 1.56% | +36.8% |
| Q4 2020 | $2,045,000 | – | 54,320 | – | 1.14% | – |
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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% |