SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,357,895 | -6.2% | 73,113 | -1.7% | 2.45% | -12.2% |
| Q2 2023 | $2,512,556 | -0.4% | 74,402 | -0.6% | 2.79% | -2.5% |
| Q1 2023 | $2,522,250 | +6.0% | 74,822 | -1.1% | 2.86% | +1.8% |
| Q4 2022 | $2,379,824 | +1.7% | 75,622 | -8.1% | 2.81% | -7.5% |
| Q3 2022 | $2,339,000 | -28.9% | 82,250 | -21.9% | 3.04% | -20.2% |
| Q2 2022 | $3,291,000 | -19.9% | 105,366 | -2.0% | 3.81% | -10.5% |
| Q1 2022 | $4,107,000 | -11.0% | 107,519 | -3.8% | 4.26% | -7.6% |
| Q4 2021 | $4,614,000 | – | 111,733 | – | 4.61% | – |
Download | ||||||
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% |