SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,425,000 | -82.8% | 45,618 | -79.1% | 0.28% | -79.6% |
| Q1 2022 | $8,301,000 | -11.0% | 218,617 | -4.0% | 1.36% | -4.8% |
| Q4 2021 | $9,323,000 | +0.6% | 227,794 | +2.0% | 1.43% | +19.2% |
| Q3 2021 | $9,271,000 | -0.1% | 223,291 | +0.1% | 1.20% | -19.2% |
| Q2 2021 | $9,284,000 | +5.9% | 223,163 | +0.4% | 1.48% | -5.0% |
| Q1 2021 | $8,764,000 | -1.4% | 222,338 | -5.9% | 1.56% | -7.5% |
| Q4 2020 | $8,891,000 | +13.7% | 236,165 | -1.7% | 1.69% | +4.5% |
| Q3 2020 | $7,818,000 | -6.8% | 240,364 | -15.2% | 1.62% | -10.7% |
| Q2 2020 | $8,386,000 | +62.6% | 283,605 | +34.1% | 1.81% | +39.0% |
| Q1 2020 | $5,158,000 | -30.2% | 211,442 | -0.9% | 1.30% | -19.2% |
| Q4 2019 | $7,391,000 | +5.2% | 213,296 | -3.5% | 1.61% | +0.6% |
| Q3 2019 | $7,028,000 | -4.1% | 221,003 | -1.6% | 1.60% | +0.5% |
| Q2 2019 | $7,328,000 | -2.7% | 224,535 | -3.9% | 1.59% | -3.2% |
| Q1 2019 | $7,532,000 | – | 233,554 | – | 1.64% | – |
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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% |