SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $965 | -18.4% | 28,581 | -18.6% | 0.00% | -50.0% |
| Q1 2023 | $1,183 | +54.0% | 35,100 | +43.9% | 0.00% | +100.0% |
| Q4 2022 | $768 | -99.9% | 24,400 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $672,000 | -35.4% | 24,200 | -27.3% | 0.00% | 0.0% |
| Q2 2022 | $1,040,000 | +34.9% | 33,300 | +76.8% | 0.00% | 0.0% |
| Q4 2021 | $771,000 | -59.8% | 18,837 | -59.2% | 0.00% | -50.0% |
| Q3 2021 | $1,918,000 | -11.5% | 46,200 | -11.3% | 0.00% | -33.3% |
| Q2 2021 | $2,167,000 | -34.5% | 52,100 | -37.9% | 0.00% | -25.0% |
| Q1 2021 | $3,307,000 | +151.7% | 83,900 | +140.4% | 0.00% | +300.0% |
| Q4 2020 | $1,314,000 | +251.3% | 34,900 | +203.5% | 0.00% | – |
| Q3 2020 | $374,000 | +13.7% | 11,500 | -14.8% | 0.00% | – |
| Q1 2020 | $329,000 | -66.1% | 13,500 | -59.5% | 0.00% | -100.0% |
| Q4 2018 | $970,000 | +261.9% | 33,350 | +354.7% | 0.00% | – |
| Q2 2018 | $268,000 | 0.0% | 7,334 | 0.0% | 0.00% | – |
| Q1 2018 | $268,000 | -53.1% | 7,334 | -53.0% | 0.00% | -100.0% |
| Q4 2017 | $572,000 | – | 15,617 | – | 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% |