SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $182,000,000 | +142.7% | 6,292 | +142.3% | 0.00% | – |
| Q4 2015 | $75,000,000 | +64555.2% | 2,597 | -36.6% | 0.00% | -100.0% |
| Q3 2015 | $116,000 | -100.0% | 4,095 | -59.7% | 0.00% | 0.0% |
| Q2 2015 | $318,269,000 | +2.7% | 10,168 | -1.1% | 0.00% | 0.0% |
| Q1 2015 | $309,963,000 | -37.0% | 10,277 | -39.7% | 0.00% | -50.0% |
| Q4 2014 | $491,787,000 | +33.4% | 17,046 | +44.9% | 0.00% | 0.0% |
| Q3 2014 | $368,733,000 | +2.8% | 11,766 | +12.4% | 0.00% | 0.0% |
| Q2 2014 | $358,654,000 | +21.8% | 10,466 | +17.3% | 0.00% | +100.0% |
| Q1 2014 | $294,520,000 | +9.0% | 8,922 | +5.4% | 0.00% | 0.0% |
| Q4 2013 | $270,139,000 | +46.5% | 8,463 | +41.6% | 0.00% | 0.0% |
| Q3 2013 | $184,390,000 | +459.1% | 5,977 | +389.5% | 0.00% | – |
| Q2 2013 | $32,979,000 | – | 1,221 | – | 0.00% | – |
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% |