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 | $3,849,000 | -26.3% | 119,340 | -22.9% | 0.00% | 0.0% |
| Q2 2023 | $5,226,000 | +64.0% | 154,744 | +63.7% | 0.00% | 0.0% |
| Q1 2023 | $3,186,000 | +17.9% | 94,525 | +10.1% | 0.00% | 0.0% |
| Q4 2022 | $2,702,000 | +29.2% | 85,855 | +13.8% | 0.00% | 0.0% |
| Q3 2022 | $2,092,000 | +38.3% | 75,441 | +55.7% | 0.00% | – |
| Q2 2022 | $1,513,000 | +17.8% | 48,467 | +43.4% | 0.00% | – |
| Q1 2022 | $1,284,000 | +39.7% | 33,805 | +50.6% | 0.00% | – |
| Q4 2021 | $919,000 | +17.7% | 22,445 | +19.3% | 0.00% | – |
| Q3 2021 | $781,000 | +6.4% | 18,817 | +6.6% | 0.00% | – |
| Q2 2021 | $734,000 | +8.9% | 17,651 | +3.3% | 0.00% | – |
| Q1 2021 | $674,000 | +21.9% | 17,095 | +16.4% | 0.00% | – |
| Q4 2020 | $553,000 | +15.4% | 14,692 | -0.2% | 0.00% | – |
| Q3 2020 | $479,000 | -87.2% | 14,720 | -88.3% | 0.00% | -100.0% |
| Q2 2020 | $3,728,000 | +1434.2% | 126,079 | +1165.7% | 0.00% | – |
| Q1 2020 | $243,000 | +492.7% | 9,961 | +747.0% | 0.00% | – |
| Q4 2019 | $41,000 | -83.3% | 1,176 | -84.7% | 0.00% | – |
| Q3 2019 | $245,000 | +690.3% | 7,692 | +701.2% | 0.00% | – |
| Q2 2019 | $31,000 | -43.6% | 960 | -43.8% | 0.00% | – |
| Q1 2019 | $55,000 | -31.2% | 1,709 | -38.3% | 0.00% | – |
| Q4 2018 | $80,000 | -58.3% | 2,770 | -48.5% | 0.00% | – |
| Q3 2018 | $192,000 | -11.5% | 5,383 | -10.6% | 0.00% | – |
| Q2 2018 | $217,000 | -40.1% | 6,023 | -39.1% | 0.00% | – |
| Q1 2018 | $362,000 | +10.7% | 9,898 | +10.9% | 0.00% | – |
| Q4 2017 | $327,000 | -30.3% | 8,924 | -31.8% | 0.00% | – |
| Q3 2017 | $469,000 | +8.1% | 13,083 | +1.3% | 0.00% | – |
| Q2 2017 | $434,000 | +5.1% | 12,921 | -1.8% | 0.00% | – |
| Q1 2017 | $413,000 | +71.4% | 13,160 | +58.7% | 0.00% | – |
| Q4 2016 | $241,000 | -8.4% | 8,293 | -2.9% | 0.00% | – |
| Q3 2016 | $263,000 | -39.7% | 8,541 | -43.6% | 0.00% | – |
| Q2 2016 | $436,000 | +28.2% | 15,146 | +29.0% | 0.00% | – |
| Q1 2016 | $340,000 | +63.5% | 11,740 | +62.9% | 0.00% | – |
| Q4 2015 | $208,000 | +2871.4% | 7,205 | +3175.0% | 0.00% | – |
| Q3 2015 | $7,000 | -97.0% | 220 | -97.0% | 0.00% | – |
| Q2 2015 | $232,000 | +1.3% | 7,411 | -2.5% | 0.00% | – |
| Q1 2015 | $229,000 | +2.2% | 7,600 | -2.1% | 0.00% | – |
| Q4 2014 | $224,000 | +3100.0% | 7,765 | +3597.6% | 0.00% | – |
| Q3 2014 | $7,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |