SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,453,959 | +6.1% | 138,107 | +11.1% | 0.10% | +8.6% |
| Q2 2023 | $4,196,301 | -1.3% | 124,261 | -1.5% | 0.09% | -8.8% |
| Q1 2023 | $4,253,026 | +5.7% | 126,165 | +7.1% | 0.10% | -7.3% |
| Q4 2022 | $4,023,737 | -3.6% | 117,791 | -21.7% | 0.11% | -30.8% |
| Q3 2022 | $4,175,000 | -18.5% | 150,450 | -8.2% | 0.16% | -9.1% |
| Q2 2022 | $5,120,000 | +9.0% | 163,945 | +32.5% | 0.18% | -4.9% |
| Q1 2022 | $4,698,000 | -4.6% | 123,729 | +2.9% | 0.18% | -8.0% |
| Q4 2021 | $4,923,000 | +16.7% | 120,279 | +18.3% | 0.20% | +2.6% |
| Q3 2021 | $4,220,000 | +10.4% | 101,638 | +10.6% | 0.20% | +10.8% |
| Q2 2021 | $3,823,000 | +19.8% | 91,899 | +13.5% | 0.18% | +4.1% |
| Q1 2021 | $3,191,000 | +13.0% | 80,949 | +7.9% | 0.17% | -16.7% |
| Q4 2020 | $2,824,000 | +19.9% | 75,007 | +3.6% | 0.20% | -1.0% |
| Q3 2020 | $2,356,000 | +6.0% | 72,425 | -3.7% | 0.20% | -2.8% |
| Q2 2020 | $2,223,000 | +1.5% | 75,178 | -16.2% | 0.21% | -7.5% |
| Q1 2020 | $2,190,000 | -29.7% | 89,754 | -0.2% | 0.23% | -12.6% |
| Q4 2019 | $3,117,000 | +14.8% | 89,957 | +5.4% | 0.26% | +2.8% |
| Q3 2019 | $2,715,000 | +8.3% | 85,377 | +11.2% | 0.25% | +2.8% |
| Q2 2019 | $2,506,000 | -33.8% | 76,777 | -34.6% | 0.25% | -37.6% |
| Q1 2019 | $3,787,000 | +23.2% | 117,426 | +11.2% | 0.40% | +8.2% |
| Q4 2018 | $3,073,000 | +35.3% | 105,601 | +65.8% | 0.37% | +57.8% |
| Q3 2018 | $2,271,000 | +134.1% | 63,683 | +136.8% | 0.23% | +118.9% |
| Q2 2018 | $970,000 | +39.4% | 26,896 | +41.1% | 0.11% | +14.0% |
| Q1 2018 | $696,000 | +77.1% | 19,061 | +77.6% | 0.09% | +57.6% |
| Q4 2017 | $393,000 | +8.0% | 10,730 | +5.7% | 0.06% | +3.5% |
| Q3 2017 | $364,000 | +10.3% | 10,153 | +3.6% | 0.06% | +5.6% |
| Q2 2017 | $330,000 | +7.5% | 9,800 | 0.0% | 0.05% | -11.5% |
| Q1 2017 | $307,000 | – | 9,800 | – | 0.06% | – |
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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% |