SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,157 | +2.6% | 532 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $16,721 | +154.2% | 496 | +137.3% | 0.00% | +100.0% |
| Q4 2022 | $6,577 | +64.4% | 209 | +140.2% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | -60.0% | 87 | -69.5% | 0.00% | -50.0% |
| Q2 2017 | $10,000 | +66.7% | 285 | +54.9% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | +20.0% | 184 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $5,000 | – | 184 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |