SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,667 | -6.3% | 919,897 | -1.9% | 0.45% | -0.9% |
| Q2 2023 | $31,668 | -0.8% | 937,757 | -1.0% | 0.45% | -4.9% |
| Q1 2023 | $31,926 | +1.0% | 947,067 | -5.7% | 0.47% | +6.3% |
| Q4 2022 | $31,607 | -99.9% | 1,004,358 | -0.6% | 0.44% | -10.1% |
| Q3 2022 | $28,031,000 | -9.1% | 1,010,139 | +2.4% | 0.50% | -6.6% |
| Q2 2022 | $30,821,000 | -34.2% | 986,910 | -20.0% | 0.53% | -24.2% |
| Q1 2022 | $46,841,000 | -21.1% | 1,233,623 | -15.0% | 0.70% | -32.9% |
| Q4 2021 | $59,393,000 | +12.8% | 1,451,098 | +14.5% | 1.04% | +3.3% |
| Q3 2021 | $52,634,000 | -1.7% | 1,267,682 | -1.5% | 1.01% | -5.2% |
| Q2 2021 | $53,520,000 | +3.0% | 1,286,547 | -2.4% | 1.06% | -2.6% |
| Q1 2021 | $51,966,000 | +3.7% | 1,318,261 | -0.9% | 1.09% | -5.5% |
| Q4 2020 | $50,108,000 | +13.9% | 1,330,893 | -1.6% | 1.16% | +0.9% |
| Q3 2020 | $44,009,000 | +9.1% | 1,352,889 | -0.9% | 1.15% | -1.9% |
| Q2 2020 | $40,353,000 | +1635.6% | 1,364,652 | +1332.3% | 1.17% | +1436.8% |
| Q1 2020 | $2,325,000 | -43.9% | 95,274 | -20.4% | 0.08% | -27.6% |
| Q4 2019 | $4,147,000 | -24.4% | 119,682 | -30.6% | 0.10% | -40.0% |
| Q3 2019 | $5,487,000 | +5.8% | 172,555 | +8.7% | 0.18% | +6.7% |
| Q2 2019 | $5,184,000 | +0.1% | 158,809 | -1.1% | 0.16% | -24.4% |
| Q1 2019 | $5,178,000 | -0.9% | 160,562 | -10.6% | 0.22% | -14.2% |
| Q4 2018 | $5,225,000 | +169.9% | 179,546 | +230.7% | 0.25% | +160.8% |
| Q3 2018 | $1,936,000 | -1.3% | 54,289 | -0.2% | 0.10% | -4.9% |
| Q2 2018 | $1,962,000 | -5.3% | 54,403 | -4.2% | 0.10% | -9.7% |
| Q1 2018 | $2,072,000 | -16.2% | 56,759 | -15.9% | 0.11% | -27.1% |
| Q4 2017 | $2,473,000 | +21.2% | 67,519 | +18.5% | 0.16% | +11.5% |
| Q3 2017 | $2,041,000 | +7.4% | 56,969 | +0.8% | 0.14% | +3.0% |
| Q2 2017 | $1,901,000 | +63.2% | 56,516 | +51.9% | 0.14% | +22.7% |
| Q1 2017 | $1,165,000 | +102.3% | 37,194 | +88.0% | 0.11% | +77.4% |
| Q4 2016 | $576,000 | +127.7% | 19,785 | +141.7% | 0.06% | +121.4% |
| Q3 2016 | $253,000 | -35.1% | 8,185 | -34.2% | 0.03% | -36.4% |
| Q3 2014 | $390,000 | – | 12,439 | – | 0.04% | – |
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% |