SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,656 | -3.6% | 8,516 | +0.9% | 0.00% | – |
| Q2 2023 | $284,899 | +3.6% | 8,436 | +16.5% | 0.00% | – |
| Q1 2022 | $275,000 | -41.4% | 7,242 | -36.8% | 0.00% | – |
| Q4 2021 | $469,000 | +55.8% | 11,457 | +58.2% | 0.00% | – |
| Q3 2021 | $301,000 | +20.9% | 7,242 | +20.9% | 0.00% | – |
| Q2 2021 | $249,000 | +11.7% | 5,988 | +6.0% | 0.00% | – |
| Q1 2021 | $223,000 | -3.9% | 5,649 | -8.3% | 0.00% | – |
| Q4 2020 | $232,000 | -24.9% | 6,159 | -51.3% | 0.00% | – |
| Q1 2020 | $309,000 | -29.6% | 12,659 | -0.1% | 0.00% | -100.0% |
| Q4 2019 | $439,000 | +8.4% | 12,675 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -3.3% | 12,738 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $419,000 | -2.8% | 12,822 | -4.0% | 0.00% | 0.0% |
| Q1 2019 | $431,000 | -69.7% | 13,360 | -72.6% | 0.00% | -50.0% |
| Q4 2018 | $1,421,000 | – | 48,821 | – | 0.00% | – |
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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% |