SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,469 | -2.8% | 43,487 | -3.0% | 0.37% | +3.4% |
| Q1 2023 | $1,511 | +8.2% | 44,809 | +1.0% | 0.35% | -16.1% |
| Q4 2022 | $1,396 | -99.9% | 44,358 | -3.6% | 0.42% | +13.1% |
| Q3 2022 | $1,277,000 | -6.0% | 46,007 | +5.7% | 0.37% | +4.2% |
| Q2 2022 | $1,359,000 | -8.1% | 43,517 | +0.4% | 0.36% | +2.6% |
| Q1 2022 | $1,478,000 | -37.0% | 43,343 | -24.4% | 0.35% | -33.9% |
| Q4 2021 | $2,347,000 | -0.5% | 57,348 | +0.9% | 0.53% | -20.4% |
| Q3 2021 | $2,359,000 | +15.9% | 56,819 | +10.0% | 0.66% | -30.1% |
| Q2 2021 | $2,036,000 | 0.0% | 51,644 | 0.0% | 0.95% | +5.2% |
| Q1 2021 | $2,036,000 | +9.0% | 51,644 | +4.1% | 0.90% | +2.4% |
| Q4 2020 | $1,868,000 | – | 49,627 | – | 0.88% | – |
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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% |