SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,382,698 | -1.9% | 106,777 | +8.5% | 0.34% | -7.8% |
| Q2 2023 | $3,446,843 | +4.8% | 98,453 | +0.5% | 0.37% | -14.5% |
| Q1 2023 | $3,289,954 | +12.2% | 97,915 | +8.5% | 0.43% | -1.1% |
| Q4 2022 | $2,932,037 | +58.8% | 90,244 | +35.7% | 0.44% | +18.3% |
| Q3 2022 | $1,846,000 | +52.4% | 66,515 | +71.6% | 0.37% | +42.1% |
| Q2 2022 | $1,211,000 | -13.1% | 38,761 | +7.1% | 0.26% | -16.1% |
| Q1 2022 | $1,394,000 | +24.4% | 36,206 | +31.2% | 0.31% | -10.1% |
| Q4 2021 | $1,121,000 | – | 27,587 | – | 0.35% | – |
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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% |