SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,591,575 | -11.1% | 111,367 | -6.9% | 1.27% | -9.0% |
| Q2 2023 | $4,040,502 | -1.4% | 119,648 | -1.6% | 1.39% | -6.6% |
| Q1 2023 | $4,099,633 | +8.5% | 121,615 | +1.3% | 1.49% | +1.6% |
| Q4 2022 | $3,777,966 | +14.3% | 120,050 | +0.8% | 1.46% | +12.3% |
| Q3 2022 | $3,304,000 | -5.9% | 119,064 | +5.9% | 1.30% | -2.6% |
| Q2 2022 | $3,511,000 | -15.9% | 112,429 | +2.2% | 1.34% | -7.1% |
| Q1 2022 | $4,176,000 | -6.7% | 109,985 | +0.6% | 1.44% | -2.8% |
| Q4 2021 | $4,475,000 | +8.2% | 109,340 | +9.8% | 1.48% | +2.6% |
| Q3 2021 | $4,135,000 | +3.1% | 99,589 | +3.6% | 1.45% | +2.8% |
| Q2 2021 | $4,012,000 | +19.8% | 96,097 | +13.1% | 1.41% | +11.3% |
| Q1 2021 | $3,349,000 | – | 84,956 | – | 1.26% | – |
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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% |