SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,442,897 | -1.0% | 168,772 | +3.6% | 0.16% | +2.6% |
| Q2 2023 | $5,499,784 | +5.5% | 162,860 | +5.3% | 0.15% | 0.0% |
| Q1 2023 | $5,214,669 | +13.3% | 154,692 | +5.8% | 0.15% | +7.7% |
| Q4 2022 | $4,602,677 | +31.3% | 146,256 | +15.8% | 0.14% | +18.3% |
| Q3 2022 | $3,506,000 | -7.7% | 126,340 | +3.9% | 0.12% | -4.0% |
| Q2 2022 | $3,799,000 | -3.9% | 121,630 | +16.8% | 0.12% | +10.6% |
| Q1 2022 | $3,955,000 | +72.5% | 104,171 | +86.0% | 0.11% | +73.8% |
| Q4 2021 | $2,293,000 | +36.1% | 56,010 | +38.0% | 0.06% | +8.3% |
| Q3 2021 | $1,685,000 | +16.6% | 40,595 | +16.9% | 0.06% | +15.4% |
| Q2 2021 | $1,445,000 | +2056.7% | 34,738 | +1950.6% | 0.05% | +1633.3% |
| Q1 2021 | $67,000 | +15.5% | 1,694 | +10.3% | 0.00% | +50.0% |
| Q4 2020 | $58,000 | – | 1,536 | +30620.0% | 0.00% | – |
| Q1 2018 | $0 | – | 5 | – | 0.00% | – |
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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% |