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 | $261,226 | -6.4% | 8,100 | -2.0% | 0.07% | -3.9% |
| Q2 2023 | $279,009 | +0.2% | 8,262 | -0.0% | 0.08% | -3.8% |
| Q1 2023 | $278,547 | +5.2% | 8,263 | -1.8% | 0.08% | -1.2% |
| Q4 2022 | $264,699 | +12.1% | 8,411 | -1.2% | 0.08% | +1.2% |
| Q3 2022 | $236,114 | -12.9% | 8,509 | -2.0% | 0.08% | -8.0% |
| Q2 2022 | $271,220 | -9.9% | 8,685 | +9.6% | 0.09% | -6.5% |
| Q1 2022 | $300,936 | -7.0% | 7,926 | +0.2% | 0.09% | -5.1% |
| Q4 2021 | $323,712 | +3.6% | 7,909 | +5.1% | 0.10% | -6.7% |
| Q3 2021 | $312,326 | -0.2% | 7,522 | 0.0% | 0.10% | -7.1% |
| Q2 2021 | $312,928 | +5.3% | 7,522 | -0.2% | 0.11% | -5.0% |
| Q1 2021 | $297,137 | +1.0% | 7,538 | -3.6% | 0.12% | -4.0% |
| Q4 2020 | $294,328 | +20.0% | 7,817 | +3.6% | 0.12% | +7.8% |
| Q3 2020 | $245,368 | +9.9% | 7,543 | -0.1% | 0.12% | +3.6% |
| Q2 2020 | $223,337 | -40.4% | 7,553 | -50.8% | 0.11% | -51.3% |
| Q1 2020 | $374,440 | -60.4% | 15,346 | -43.8% | 0.23% | -52.6% |
| Q4 2019 | $945,605 | +23.2% | 27,290 | +13.0% | 0.48% | +9.3% |
| Q3 2019 | $767,675 | -2.2% | 24,141 | +0.4% | 0.44% | -6.0% |
| Q2 2019 | $785,017 | +24.8% | 24,051 | +23.3% | 0.47% | +15.6% |
| Q1 2019 | $628,997 | – | 19,504 | – | 0.40% | – |
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% |