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 | $1,671,325 | -20.8% | 51,824 | -17.1% | 0.00% | 0.0% |
| Q2 2023 | $2,109,950 | -5.3% | 62,480 | -5.5% | 0.00% | -25.0% |
| Q1 2023 | $2,228,332 | +4.5% | 66,103 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $2,131,966 | +1.0% | 67,746 | -10.9% | 0.00% | 0.0% |
| Q3 2022 | $2,111,000 | -13.9% | 76,072 | -3.1% | 0.00% | -20.0% |
| Q2 2022 | $2,453,000 | -54.5% | 78,538 | -44.7% | 0.01% | -44.4% |
| Q1 2022 | $5,397,000 | -21.2% | 142,122 | -15.1% | 0.01% | -18.2% |
| Q4 2021 | $6,850,000 | -2.6% | 167,366 | -1.2% | 0.01% | -15.4% |
| Q3 2021 | $7,034,000 | -1.1% | 169,418 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $7,113,000 | +4.6% | 170,972 | -0.9% | 0.01% | -7.1% |
| Q1 2021 | $6,798,000 | +3.8% | 172,456 | -0.8% | 0.01% | 0.0% |
| Q4 2020 | $6,546,000 | -6.2% | 173,861 | -19.0% | 0.01% | -17.6% |
| Q3 2020 | $6,981,000 | +0.8% | 214,588 | -8.3% | 0.02% | -5.6% |
| Q2 2020 | $6,923,000 | -0.2% | 234,133 | -17.6% | 0.02% | -18.2% |
| Q1 2020 | $6,937,000 | -57.1% | 284,292 | -39.1% | 0.02% | -46.3% |
| Q4 2019 | $16,164,000 | +12.7% | 466,508 | +3.4% | 0.04% | +5.1% |
| Q3 2019 | $14,348,000 | -10.0% | 451,195 | -7.7% | 0.04% | -11.4% |
| Q2 2019 | $15,951,000 | +1.6% | 488,685 | +0.4% | 0.04% | -2.2% |
| Q1 2019 | $15,701,000 | +34.8% | 486,854 | +21.6% | 0.04% | +18.4% |
| Q4 2018 | $11,648,000 | +48.9% | 400,296 | +82.5% | 0.04% | +65.2% |
| Q3 2018 | $7,822,000 | -3.2% | 219,355 | -2.1% | 0.02% | -8.0% |
| Q2 2018 | $8,079,000 | +106.1% | 223,983 | +108.6% | 0.02% | +108.3% |
| Q1 2018 | $3,920,000 | +325.2% | 107,386 | +326.1% | 0.01% | +300.0% |
| Q4 2017 | $922,000 | +194.6% | 25,200 | +188.0% | 0.00% | +200.0% |
| Q3 2017 | $313,000 | +8.7% | 8,749 | +1.9% | 0.00% | 0.0% |
| Q2 2017 | $288,000 | – | 8,584 | +71433.3% | 0.00% | – |
| Q1 2017 | $0 | – | 12 | – | 0.00% | – |
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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% |