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 | $462,949 | +18.0% | 14,355 | +23.6% | 0.03% | +23.1% |
| Q2 2023 | $392,272 | +7.3% | 11,616 | +7.1% | 0.03% | +4.0% |
| Q1 2023 | $365,450 | +61.7% | 10,841 | +50.9% | 0.02% | +47.1% |
| Q4 2022 | $226,017 | +22.8% | 7,182 | +8.0% | 0.02% | +13.3% |
| Q3 2022 | $184,000 | -8.5% | 6,648 | +3.3% | 0.02% | 0.0% |
| Q2 2022 | $201,000 | -12.2% | 6,435 | +6.8% | 0.02% | 0.0% |
| Q1 2022 | $229,000 | +20.5% | 6,023 | +29.7% | 0.02% | +25.0% |
| Q4 2021 | $190,000 | -0.5% | 4,643 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $191,000 | +9.8% | 4,600 | +9.7% | 0.01% | +9.1% |
| Q2 2021 | $174,000 | +24.3% | 4,193 | +18.0% | 0.01% | +10.0% |
| Q1 2021 | $140,000 | +10.2% | 3,553 | +5.6% | 0.01% | +11.1% |
| Q4 2020 | $127,000 | +1.6% | 3,364 | -12.4% | 0.01% | -10.0% |
| Q3 2020 | $125,000 | +5.0% | 3,842 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $119,000 | +35.2% | 4,020 | +11.9% | 0.01% | +11.1% |
| Q1 2020 | $88,000 | – | 3,591 | – | 0.01% | – |
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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% |