SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,838 | -4.5% | 150 | 0.0% | 0.00% | – |
| Q2 2023 | $5,066 | -17.0% | 150 | -17.1% | 0.00% | – |
| Q1 2023 | $6,102 | +7.1% | 181 | 0.0% | 0.00% | – |
| Q4 2022 | $5,696 | +13.9% | 181 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -82.8% | 181 | -80.8% | 0.00% | -100.0% |
| Q2 2022 | $29,000 | -19.4% | 941 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -7.7% | 941 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | -18.8% | 941 | -19.3% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -17.2% | 1,166 | -16.2% | 0.00% | -33.3% |
| Q2 2021 | $58,000 | -27.5% | 1,391 | -31.7% | 0.00% | -25.0% |
| Q1 2021 | $80,000 | -17.5% | 2,037 | -21.0% | 0.00% | -33.3% |
| Q4 2020 | $97,000 | +15.5% | 2,580 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $84,000 | -92.5% | 2,580 | -93.2% | 0.01% | -93.7% |
| Q2 2020 | $1,120,000 | -2.0% | 37,884 | -19.1% | 0.08% | -18.6% |
| Q1 2020 | $1,143,000 | +36.1% | 46,846 | +93.2% | 0.10% | +73.2% |
| Q4 2019 | $840,000 | +11.4% | 24,250 | +2.2% | 0.06% | +3.7% |
| Q3 2019 | $754,000 | +16.5% | 23,725 | +19.8% | 0.05% | +12.5% |
| Q2 2019 | $647,000 | +2.4% | 19,808 | +1.1% | 0.05% | -2.0% |
| Q1 2019 | $632,000 | +36.5% | 19,598 | +23.3% | 0.05% | +14.0% |
| Q4 2018 | $463,000 | +864.6% | 15,899 | +1077.7% | 0.04% | +975.0% |
| Q3 2018 | $48,000 | – | 1,350 | – | 0.00% | – |
Download | ||||||
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% |