SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,085 | -18.2% | 9,584 | -14.4% | 0.00% | -50.0% |
| Q2 2023 | $378,021 | -14.5% | 11,194 | -14.6% | 0.00% | 0.0% |
| Q1 2023 | $442,006 | +22.3% | 13,112 | +14.2% | 0.00% | 0.0% |
| Q4 2022 | $361,402 | +23.3% | 11,484 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $293,000 | -10.4% | 10,541 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -21.8% | 10,459 | -4.9% | 0.00% | 0.0% |
| Q1 2022 | $418,000 | -6.9% | 11,002 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $449,000 | +4.9% | 10,979 | +6.5% | 0.00% | 0.0% |
| Q3 2021 | $428,000 | +24.1% | 10,305 | +24.3% | 0.00% | 0.0% |
| Q2 2021 | $345,000 | -37.5% | 8,290 | -40.8% | 0.00% | +100.0% |
| Q1 2021 | $552,000 | +103.7% | 14,012 | +68.5% | 0.00% | 0.0% |
| Q3 2020 | $271,000 | +10.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +21.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -29.5% | 8,317 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $288,000 | +9.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $264,000 | -2.6% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | +1.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $268,000 | +10.7% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $242,000 | -18.5% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $297,000 | – | 8,317 | – | 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% |