SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,119 | -7.1% | 25,151 | -2.7% | 0.01% | -14.3% |
| Q2 2023 | $873,325 | +17.5% | 25,861 | +17.3% | 0.01% | +16.7% |
| Q1 2023 | $743,136 | +7.1% | 22,045 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $693,756 | +12.8% | 22,045 | -0.6% | 0.01% | +20.0% |
| Q3 2022 | $615,000 | -11.1% | 22,180 | +0.1% | 0.01% | -16.7% |
| Q2 2022 | $692,000 | -17.3% | 22,159 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $837,000 | -9.5% | 22,045 | -2.4% | 0.01% | 0.0% |
| Q4 2021 | $925,000 | -1.1% | 22,589 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $935,000 | -6.5% | 22,516 | -6.3% | 0.01% | 0.0% |
| Q2 2021 | $1,000,000 | +15.1% | 24,031 | +9.0% | 0.01% | 0.0% |
| Q1 2021 | $869,000 | +5.8% | 22,045 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $821,000 | +15.8% | 21,795 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $709,000 | +10.1% | 21,795 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $644,000 | +21.1% | 21,795 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $532,000 | -61.1% | 21,795 | -44.8% | 0.01% | -53.8% |
| Q4 2019 | $1,369,000 | +8.6% | 39,517 | -0.3% | 0.01% | 0.0% |
| Q3 2019 | $1,261,000 | – | 39,641 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |