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 | $279,414 | -13.4% | 8,664 | -9.4% | 0.06% | +1.7% |
| Q2 2023 | $322,774 | +0.1% | 9,558 | -0.1% | 0.06% | -9.4% |
| Q1 2023 | $322,369 | +7.1% | 9,563 | 0.0% | 0.06% | -4.5% |
| Q4 2022 | $300,948 | +12.3% | 9,563 | -1.0% | 0.07% | 0.0% |
| Q3 2022 | $268,000 | -11.3% | 9,662 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $302,000 | -23.5% | 9,662 | -7.2% | 0.07% | -2.8% |
| Q1 2022 | $395,000 | +0.3% | 10,414 | +8.1% | 0.07% | -39.5% |
| Q4 2021 | $394,000 | -50.8% | 9,638 | -50.0% | 0.12% | -74.0% |
| Q3 2021 | $800,000 | +77.4% | 19,276 | +77.9% | 0.46% | +331.1% |
| Q2 2021 | $451,000 | +23.2% | 10,834 | +16.6% | 0.11% | -6.2% |
| Q1 2021 | $366,000 | +9.3% | 9,292 | +4.3% | 0.11% | +15.3% |
| Q4 2020 | $335,000 | +14.3% | 8,905 | -1.0% | 0.10% | +27.3% |
| Q3 2020 | $293,000 | +11.0% | 8,997 | +0.6% | 0.08% | 0.0% |
| Q2 2020 | $264,000 | +26.9% | 8,940 | 0.0% | 0.08% | +14.9% |
| Q1 2020 | $208,000 | -36.8% | 8,940 | -5.6% | 0.07% | -11.8% |
| Q4 2019 | $329,000 | +11.9% | 9,471 | +2.6% | 0.08% | -53.4% |
| Q3 2019 | $294,000 | -10.1% | 9,230 | -7.8% | 0.16% | -4.7% |
| Q2 2019 | $327,000 | +3.8% | 10,011 | +2.5% | 0.17% | -29.0% |
| Q1 2019 | $315,000 | +20.2% | 9,766 | +8.4% | 0.24% | +26.8% |
| Q4 2018 | $262,000 | -16.6% | 9,013 | +2.3% | 0.19% | -4.5% |
| Q3 2018 | $314,000 | -6.0% | 8,807 | -4.9% | 0.20% | -24.3% |
| Q2 2018 | $334,000 | +9.2% | 9,260 | +10.3% | 0.26% | +12.9% |
| Q1 2018 | $306,000 | +17.7% | 8,397 | +18.4% | 0.23% | +7.9% |
| Q4 2017 | $260,000 | – | 7,092 | – | 0.22% | – |
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% |