SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,932,581 | -0.9% | 152,948 | +3.8% | 2.76% | -13.0% |
| Q2 2023 | $4,977,369 | +0.4% | 147,390 | +0.2% | 3.17% | -2.5% |
| Q1 2023 | $4,958,148 | +7.0% | 147,082 | -0.1% | 3.26% | +3.6% |
| Q4 2022 | $4,635,000 | +19.6% | 147,280 | +5.4% | 3.14% | -0.1% |
| Q3 2022 | $3,877,000 | -22.1% | 139,713 | -12.3% | 3.14% | -24.9% |
| Q2 2022 | $4,978,000 | -11.4% | 159,393 | +7.7% | 4.19% | +2.2% |
| Q1 2022 | $5,621,000 | -1.7% | 148,047 | +5.9% | 4.10% | -2.6% |
| Q4 2021 | $5,720,000 | – | 139,750 | – | 4.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |