SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,670 | -76.1% | 20,889 | -75.0% | 0.00% | -50.0% |
| Q2 2023 | $2,820,166 | +53.0% | 83,511 | +52.8% | 0.00% | +100.0% |
| Q1 2023 | $1,842,858 | -42.4% | 54,668 | -46.3% | 0.00% | -66.7% |
| Q4 2022 | $3,201,191 | -21.5% | 101,722 | -30.8% | 0.00% | -25.0% |
| Q3 2022 | $4,077,000 | +141.0% | 146,922 | +171.2% | 0.00% | +300.0% |
| Q2 2022 | $1,692,000 | +275.2% | 54,170 | +356.4% | 0.00% | – |
| Q1 2022 | $451,000 | -77.5% | 11,870 | -75.7% | 0.00% | -100.0% |
| Q4 2021 | $2,003,000 | +165.6% | 48,942 | +169.5% | 0.00% | 0.0% |
| Q3 2021 | $754,000 | -27.0% | 18,160 | -26.9% | 0.00% | 0.0% |
| Q2 2021 | $1,033,000 | -56.4% | 24,838 | -58.7% | 0.00% | -50.0% |
| Q1 2021 | $2,369,000 | +358.2% | 60,109 | +337.8% | 0.00% | – |
| Q4 2020 | $517,000 | -14.8% | 13,730 | -26.5% | 0.00% | -100.0% |
| Q3 2020 | $607,000 | +137.1% | 18,671 | +115.5% | 0.00% | – |
| Q2 2020 | $256,000 | -94.3% | 8,665 | -95.3% | 0.00% | -100.0% |
| Q1 2020 | $4,495,000 | +509.1% | 184,223 | +765.3% | 0.01% | +400.0% |
| Q4 2019 | $738,000 | -43.4% | 21,290 | -48.0% | 0.00% | 0.0% |
| Q3 2019 | $1,303,000 | -62.8% | 40,980 | -61.8% | 0.00% | -66.7% |
| Q2 2019 | $3,503,000 | – | 107,333 | – | 0.00% | – |
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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% |