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 | $4,573,651 | -12.1% | 141,819 | -8.0% | 0.00% | 0.0% |
Q2 2023 | $5,203,075 | -2.4% | 154,074 | -2.6% | 0.00% | -50.0% |
Q1 2023 | $5,331,385 | +19.6% | 158,154 | +11.6% | 0.00% | +100.0% |
Q4 2022 | $4,458,170 | +15.8% | 141,664 | +2.1% | 0.00% | 0.0% |
Q3 2022 | $3,850,000 | -17.1% | 138,707 | -6.8% | 0.00% | 0.0% |
Q2 2022 | $4,646,000 | -18.0% | 148,775 | -0.3% | 0.00% | 0.0% |
Q1 2022 | $5,667,000 | -17.9% | 149,234 | -11.5% | 0.00% | -50.0% |
Q4 2021 | $6,899,000 | -9.7% | 168,545 | -8.4% | 0.00% | 0.0% |
Q3 2021 | $7,639,000 | +5.8% | 183,959 | +6.0% | 0.00% | 0.0% |
Q2 2021 | $7,218,000 | -3.6% | 173,514 | -8.7% | 0.00% | 0.0% |
Q1 2021 | $7,490,000 | +13.1% | 190,020 | +8.0% | 0.00% | 0.0% |
Q4 2020 | $6,625,000 | +90.8% | 175,949 | +64.8% | 0.00% | +100.0% |
Q3 2020 | $3,472,000 | +10.7% | 106,741 | +0.6% | 0.00% | 0.0% |
Q2 2020 | $3,137,000 | +33.3% | 106,085 | +10.0% | 0.00% | 0.0% |
Q1 2020 | $2,353,000 | +234.7% | 96,432 | +375.0% | 0.00% | – |
Q4 2019 | $703,000 | +70.6% | 20,303 | +56.9% | 0.00% | – |
Q3 2019 | $412,000 | -74.2% | 12,940 | -73.5% | 0.00% | – |
Q2 2019 | $1,594,000 | -8.1% | 48,814 | -9.2% | 0.00% | -100.0% |
Q1 2019 | $1,734,000 | -17.5% | 53,761 | -25.6% | 0.00% | 0.0% |
Q4 2018 | $2,102,000 | -18.5% | 72,251 | -0.1% | 0.00% | 0.0% |
Q3 2018 | $2,578,000 | -44.9% | 72,300 | -44.3% | 0.00% | 0.0% |
Q2 2018 | $4,683,000 | +64.3% | 129,842 | +66.3% | 0.00% | 0.0% |
Q1 2018 | $2,850,000 | +12.6% | 78,058 | +12.9% | 0.00% | 0.0% |
Q4 2017 | $2,532,000 | +4.4% | 69,117 | +2.1% | 0.00% | 0.0% |
Q3 2017 | $2,426,000 | -34.5% | 67,717 | -38.5% | 0.00% | 0.0% |
Q2 2017 | $3,703,000 | +100.2% | 110,106 | +86.5% | 0.00% | 0.0% |
Q1 2017 | $1,850,000 | +62.7% | 59,052 | +51.1% | 0.00% | – |
Q4 2016 | $1,137,000 | +3345.5% | 39,076 | +3555.4% | 0.00% | – |
Q3 2016 | $33,000 | +312.5% | 1,069 | +291.6% | 0.00% | – |
Q2 2016 | $8,000 | -42.9% | 273 | -42.8% | 0.00% | – |
Q1 2016 | $14,000 | -93.3% | 477 | -93.4% | 0.00% | – |
Q4 2015 | $208,000 | +530.3% | 7,215 | +524.7% | 0.00% | – |
Q3 2015 | $33,000 | -97.4% | 1,155 | -97.1% | 0.00% | – |
Q2 2015 | $1,253,000 | +194.1% | 40,032 | +183.6% | 0.00% | – |
Q1 2015 | $426,000 | +21200.0% | 14,114 | +18973.0% | 0.00% | – |
Q4 2014 | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – |
Q3 2014 | $2,000 | -33.3% | 74 | 0.0% | 0.00% | – |
Q2 2014 | $3,000 | +50.0% | 74 | 0.0% | 0.00% | – |
Q1 2014 | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – |
Q4 2013 | $2,000 | -99.9% | 74 | -99.9% | 0.00% | -100.0% |
Q3 2013 | $1,796,000 | +11.2% | 58,237 | -2.6% | 0.00% | 0.0% |
Q2 2013 | $1,615,000 | – | 59,786 | – | 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% |