SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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% | – |
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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% |