SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $8,804,000 | +2.2% | 231,857 | +10.1% | 1.90% | -20.1% |
Q4 2021 | $8,618,000 | -1.8% | 210,560 | -0.4% | 2.38% | +1.9% |
Q3 2021 | $8,779,000 | -1.8% | 211,441 | -1.6% | 2.33% | -0.8% |
Q2 2021 | $8,940,000 | -0.3% | 214,901 | -5.5% | 2.35% | -5.9% |
Q1 2021 | $8,967,000 | -32.2% | 227,468 | -35.2% | 2.50% | -11.7% |
Q4 2020 | $13,225,000 | +32.0% | 351,265 | +14.1% | 2.83% | -6.8% |
Q3 2020 | $10,018,000 | – | 307,959 | – | 3.04% | – |
Download |
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% |