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 | $311,374 | -4.5% | 9,655 | 0.0% | 0.18% | +3.5% |
| Q2 2023 | $326,049 | +0.2% | 9,655 | 0.0% | 0.17% | -4.4% |
| Q1 2023 | $325,470 | +7.1% | 9,655 | 0.0% | 0.18% | +2.9% |
| Q4 2022 | $303,843 | +13.4% | 9,655 | 0.0% | 0.18% | +4.2% |
| Q3 2022 | $268,000 | -11.3% | 9,655 | 0.0% | 0.17% | -7.7% |
| Q2 2022 | $302,000 | -17.7% | 9,655 | 0.0% | 0.18% | +2.2% |
| Q1 2022 | $367,000 | -7.1% | 9,655 | 0.0% | 0.18% | -1.1% |
| Q4 2021 | $395,000 | -1.5% | 9,655 | 0.0% | 0.18% | -11.3% |
| Q3 2021 | $401,000 | -0.2% | 9,655 | 0.0% | 0.20% | +1.0% |
| Q2 2021 | $402,000 | +5.5% | 9,655 | 0.0% | 0.20% | -1.0% |
| Q1 2021 | $381,000 | +4.7% | 9,655 | 0.0% | 0.20% | 0.0% |
| Q4 2020 | $364,000 | +15.9% | 9,655 | 0.0% | 0.20% | +4.6% |
| Q3 2020 | $314,000 | +10.2% | 9,655 | 0.0% | 0.19% | -2.5% |
| Q2 2020 | $285,000 | +20.8% | 9,655 | -0.4% | 0.20% | +5.3% |
| Q1 2020 | $236,000 | – | 9,690 | – | 0.19% | – |
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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% |