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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,214 | -4.5% | 15,945 | 0.0% | 0.21% | +1.5% |
| Q2 2023 | $538,449 | +0.7% | 15,945 | +0.5% | 0.21% | -5.1% |
| Q1 2023 | $534,828 | +7.1% | 15,866 | 0.0% | 0.22% | +0.9% |
| Q4 2022 | $499,289 | +15.3% | 15,866 | +1.7% | 0.22% | +4.9% |
| Q3 2022 | $433,000 | -11.1% | 15,595 | 0.0% | 0.20% | -7.2% |
| Q2 2022 | $487,000 | -17.7% | 15,595 | 0.0% | 0.22% | -6.4% |
| Q1 2022 | $592,000 | -7.2% | 15,595 | +0.0% | 0.24% | -4.5% |
| Q4 2021 | $638,000 | -11.8% | 15,589 | -10.4% | 0.25% | -18.8% |
| Q3 2021 | $723,000 | -0.1% | 17,408 | 0.0% | 0.30% | -1.3% |
| Q2 2021 | $724,000 | +6.0% | 17,408 | +0.5% | 0.31% | -0.6% |
| Q1 2021 | $683,000 | +4.8% | 17,319 | 0.0% | 0.31% | -2.8% |
| Q4 2020 | $652,000 | +17.7% | 17,319 | +1.6% | 0.32% | -2.4% |
| Q3 2020 | $554,000 | +9.9% | 17,039 | 0.0% | 0.33% | -2.4% |
| Q2 2020 | $504,000 | -4.2% | 17,039 | -21.0% | 0.34% | -21.2% |
| Q1 2020 | $526,000 | +1.3% | 21,558 | +44.0% | 0.42% | +21.1% |
| Q4 2019 | $519,000 | +9.5% | 14,974 | +0.4% | 0.35% | -2.8% |
| Q3 2019 | $474,000 | -2.7% | 14,919 | +0.1% | 0.36% | -3.0% |
| Q2 2019 | $487,000 | -10.1% | 14,910 | -11.3% | 0.37% | -16.0% |
| Q1 2019 | $542,000 | -46.4% | 16,801 | -51.7% | 0.44% | -53.8% |
| Q4 2018 | $1,011,000 | – | 34,754 | – | 0.96% | – |
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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% |