SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,505,029 | -6.3% | 170,699 | -1.9% | 1.23% | -5.4% |
| Q2 2023 | $5,877,950 | -0.0% | 174,058 | -0.2% | 1.30% | -5.2% |
| Q1 2023 | $5,878,859 | +6.8% | 174,395 | -0.3% | 1.38% | +0.3% |
| Q4 2022 | $5,504,800 | +32.3% | 174,922 | +16.7% | 1.37% | +6.1% |
| Q3 2022 | $4,161,000 | -15.5% | 149,942 | -4.9% | 1.29% | -14.6% |
| Q2 2022 | $4,926,000 | -14.8% | 157,748 | +11.7% | 1.51% | -4.6% |
| Q4 2021 | $5,779,000 | -1.1% | 141,193 | +0.3% | 1.58% | -8.3% |
| Q3 2021 | $5,843,000 | – | 140,719 | – | 1.73% | – |
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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% |