SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,894,481 | -14.3% | 151,766 | -10.3% | 0.20% | -10.2% |
| Q2 2023 | $5,714,000 | +2.4% | 169,222 | +2.2% | 0.22% | +0.4% |
| Q1 2023 | $5,582,000 | -35.1% | 165,577 | -39.4% | 0.22% | -32.5% |
| Q4 2022 | $8,602,000 | +98.7% | 273,345 | +75.2% | 0.33% | +79.5% |
| Q3 2022 | $4,330,000 | +16.1% | 156,052 | +30.7% | 0.18% | +24.2% |
| Q2 2022 | $3,728,000 | -1.8% | 119,379 | +19.4% | 0.15% | +15.5% |
| Q1 2022 | $3,797,000 | -37.4% | 100,005 | -32.5% | 0.13% | -32.5% |
| Q4 2021 | $6,065,000 | +66.1% | 148,166 | +68.4% | 0.19% | +49.2% |
| Q3 2021 | $3,652,000 | -14.8% | 87,962 | -14.6% | 0.13% | -6.6% |
| Q2 2021 | $4,285,000 | +23.0% | 103,019 | +16.5% | 0.14% | +16.1% |
| Q1 2021 | $3,485,000 | +67.4% | 88,406 | +59.9% | 0.12% | +68.6% |
| Q4 2020 | $2,082,000 | +31.4% | 55,288 | +13.6% | 0.07% | +20.7% |
| Q3 2020 | $1,584,000 | – | 48,689 | – | 0.06% | – |
Download | ||||||
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% |