SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,610,186 | -21.2% | 80,936 | -27.7% | 0.00% | 0.0% |
Q2 2020 | $3,311,000 | +262.3% | 111,963 | +269.4% | 0.00% | – |
Q1 2015 | $914,000 | -49.4% | 30,306 | -51.6% | 0.00% | -100.0% |
Q4 2014 | $1,807,000 | +115.1% | 62,647 | +133.7% | 0.00% | – |
Q3 2014 | $840,000 | -11.8% | 26,811 | -3.4% | 0.00% | – |
Q2 2014 | $952,000 | -9.8% | 27,769 | -13.2% | 0.00% | – |
Q1 2014 | $1,056,000 | – | 31,995 | – | 0.00% | – |
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% |