SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711 | -13.9% | 22,038 | -9.9% | 0.00% | 0.0% |
| Q2 2023 | $826 | -14.6% | 24,468 | -14.7% | 0.00% | -25.0% |
| Q1 2023 | $967 | -0.8% | 28,679 | -7.4% | 0.00% | -20.0% |
| Q4 2022 | $975 | -99.9% | 30,983 | -26.2% | 0.01% | -28.6% |
| Q3 2022 | $1,165,000 | -14.8% | 41,982 | -4.1% | 0.01% | -12.5% |
| Q2 2022 | $1,368,000 | -30.4% | 43,791 | -15.4% | 0.01% | -33.3% |
| Q1 2022 | $1,966,000 | -24.2% | 51,788 | -18.3% | 0.01% | -25.0% |
| Q4 2021 | $2,593,000 | -22.3% | 63,359 | -21.2% | 0.02% | -30.4% |
| Q3 2021 | $3,339,000 | -60.4% | 80,431 | -60.3% | 0.02% | -64.6% |
| Q2 2021 | $8,438,000 | +5.7% | 202,845 | +0.1% | 0.06% | -11.0% |
| Q1 2021 | $7,986,000 | +10.8% | 202,587 | +5.8% | 0.07% | -18.9% |
| Q4 2020 | $7,209,000 | +14.6% | 191,482 | -1.0% | 0.09% | -5.3% |
| Q3 2020 | $6,290,000 | +10.1% | 193,358 | +0.1% | 0.10% | -8.7% |
| Q2 2020 | $5,712,000 | -5.1% | 193,153 | -21.7% | 0.10% | -21.2% |
| Q1 2020 | $6,016,000 | -34.7% | 246,546 | -7.3% | 0.13% | -28.3% |
| Q4 2019 | $9,213,000 | +8.6% | 265,881 | -0.4% | 0.18% | -8.0% |
| Q3 2019 | $8,485,000 | +60.0% | 266,842 | +64.2% | 0.20% | +41.8% |
| Q2 2019 | $5,303,000 | +4.1% | 162,471 | +2.8% | 0.14% | +29.4% |
| Q1 2019 | $5,096,000 | – | 158,016 | – | 0.11% | – |
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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% |