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 | $18,059 | -5.2% | 560 | -0.7% | 0.02% | 0.0% |
| Q2 2023 | $19,044 | -18.7% | 564 | -18.8% | 0.02% | -26.1% |
| Q1 2023 | $23,425 | +7.1% | 695 | 0.0% | 0.02% | +4.5% |
| Q4 2022 | $21,869 | -15.9% | 695 | -25.2% | 0.02% | -24.1% |
| Q3 2022 | $26,000 | -10.3% | 929 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $29,000 | -48.2% | 929 | -36.7% | 0.03% | -44.6% |
| Q1 2022 | $56,000 | -6.7% | 1,467 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $60,000 | – | 1,467 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |