SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,377 | -6.2% | 18,616 | -1.8% | 0.07% | -4.3% |
| Q2 2023 | $640,085 | +12.9% | 18,954 | +12.7% | 0.07% | +7.7% |
| Q1 2023 | $567,111 | +9.1% | 16,823 | +1.9% | 0.06% | -4.4% |
| Q4 2022 | $519,696 | +15.0% | 16,514 | +1.5% | 0.07% | +4.6% |
| Q3 2022 | $452,000 | -6.8% | 16,277 | +4.9% | 0.06% | -3.0% |
| Q2 2022 | $485,000 | -20.8% | 15,514 | +3.8% | 0.07% | 0.0% |
| Q4 2021 | $612,000 | +12.3% | 14,941 | +13.8% | 0.07% | -10.7% |
| Q3 2021 | $545,000 | -55.4% | 13,124 | -64.7% | 0.08% | -77.1% |
| Q2 2019 | $1,221,000 | -19.5% | 37,230 | -12.5% | 0.33% | -37.4% |
| Q3 2018 | $1,517,000 | +31.8% | 42,544 | +35.3% | 0.52% | +20.2% |
| Q4 2017 | $1,151,000 | +42.3% | 31,446 | +39.2% | 0.44% | +38.9% |
| Q3 2017 | $809,000 | – | 22,593 | – | 0.31% | – |
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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% |