SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,373,471 | -8.1% | 73,596 | -3.7% | 0.00% | – |
| Q2 2023 | $2,582,156 | -11.3% | 76,463 | -11.4% | 0.00% | -100.0% |
| Q1 2023 | $2,910,049 | +10.9% | 86,326 | +3.5% | 0.00% | 0.0% |
| Q4 2022 | $2,624,472 | +13.3% | 83,396 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $2,316,000 | -15.2% | 83,477 | -4.6% | 0.00% | 0.0% |
| Q2 2022 | $2,731,000 | -18.6% | 87,465 | -1.0% | 0.00% | 0.0% |
| Q1 2022 | $3,355,000 | -5.1% | 88,371 | +2.3% | 0.00% | 0.0% |
| Q4 2021 | $3,535,000 | -0.3% | 86,371 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $3,546,000 | -22.8% | 85,396 | -22.7% | 0.00% | 0.0% |
| Q2 2021 | $4,594,000 | -26.1% | 110,429 | -30.0% | 0.00% | 0.0% |
| Q1 2021 | $6,217,000 | -47.5% | 157,698 | -49.9% | 0.00% | -50.0% |
| Q4 2020 | $11,852,000 | +8.9% | 314,788 | -5.9% | 0.00% | 0.0% |
| Q3 2020 | $10,880,000 | +9.8% | 334,481 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $9,907,000 | +21.4% | 335,043 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $8,162,000 | -29.5% | 334,534 | +0.1% | 0.00% | -33.3% |
| Q4 2019 | $11,584,000 | +9.0% | 334,322 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,631,000 | +94.8% | 334,322 | +100.0% | 0.00% | +200.0% |
| Q2 2019 | $5,457,000 | +0.8% | 167,178 | -0.4% | 0.00% | 0.0% |
| Q1 2019 | $5,414,000 | +0.4% | 167,859 | -9.5% | 0.00% | -50.0% |
| Q4 2018 | $5,395,000 | -22.6% | 185,411 | -5.1% | 0.00% | 0.0% |
| Q3 2018 | $6,969,000 | -1.1% | 195,411 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,048,000 | +0.9% | 195,411 | +2.1% | 0.00% | 0.0% |
| Q1 2018 | $6,988,000 | -0.3% | 191,411 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,011,000 | +8.5% | 191,411 | +6.1% | 0.00% | 0.0% |
| Q3 2017 | $6,462,000 | +9.1% | 180,411 | +2.4% | 0.00% | 0.0% |
| Q2 2017 | $5,925,000 | +6.7% | 176,179 | -0.6% | 0.00% | 0.0% |
| Q1 2017 | $5,553,000 | – | 177,229 | – | 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% |