SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,902 | -2.0% | 5,640 | +2.6% | 0.01% | 0.0% |
| Q2 2023 | $185,648 | +13.6% | 5,497 | +13.4% | 0.01% | 0.0% |
| Q1 2023 | $163,465 | +10.8% | 4,849 | +3.4% | 0.01% | 0.0% |
| Q4 2022 | $147,567 | +4.7% | 4,689 | +4.2% | 0.01% | -10.0% |
| Q3 2022 | $141,000 | 0.0% | 4,502 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $141,000 | -56.1% | 4,502 | -42.6% | 0.01% | -47.4% |
| Q4 2021 | $321,000 | -47.2% | 7,844 | -46.4% | 0.02% | 0.0% |
| Q3 2021 | $608,000 | -0.7% | 14,638 | -0.5% | 0.02% | -5.0% |
| Q2 2021 | $612,000 | +7.0% | 14,714 | +1.5% | 0.02% | -4.8% |
| Q1 2021 | $572,000 | – | 14,501 | – | 0.02% | – |
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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% |