SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,173 | -10.4% | 14,176 | -6.2% | 0.01% | -11.1% |
| Q2 2023 | $510,363 | -1.0% | 15,113 | -1.1% | 0.01% | -18.2% |
| Q1 2023 | $515,342 | +1.8% | 15,288 | -5.0% | 0.01% | 0.0% |
| Q4 2022 | $506,243 | +45.1% | 16,087 | +28.1% | 0.01% | +37.5% |
| Q3 2022 | $349,000 | +21.2% | 12,560 | +36.2% | 0.01% | +33.3% |
| Q2 2022 | $288,000 | -47.3% | 9,222 | -35.9% | 0.01% | -40.0% |
| Q1 2022 | $546,000 | -14.8% | 14,387 | -8.1% | 0.01% | -9.1% |
| Q4 2021 | $641,000 | +78.6% | 15,662 | +81.4% | 0.01% | +57.1% |
| Q3 2021 | $359,000 | -6.5% | 8,635 | -6.5% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | +7.0% | 9,235 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $359,000 | +5.0% | 9,098 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | +17.9% | 9,097 | +2.0% | 0.01% | 0.0% |
| Q3 2020 | $290,000 | -11.9% | 8,922 | -19.8% | 0.01% | -12.5% |
| Q2 2020 | $329,000 | +10.4% | 11,124 | -8.8% | 0.01% | -11.1% |
| Q1 2020 | $298,000 | – | 12,199 | – | 0.01% | – |
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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% |