SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,450,119 | -5.6% | 75,973 | -1.1% | 0.11% | -9.8% |
| Q2 2023 | $2,594,609 | -5.5% | 76,832 | -5.7% | 0.12% | -12.9% |
| Q1 2023 | $2,745,335 | +7.3% | 81,440 | +0.2% | 0.14% | -4.1% |
| Q4 2022 | $2,558,661 | -34.0% | 81,305 | -41.8% | 0.15% | -41.1% |
| Q3 2022 | $3,875,000 | -15.1% | 139,652 | -4.4% | 0.25% | -15.9% |
| Q2 2022 | $4,562,000 | -18.0% | 146,070 | -0.3% | 0.30% | -2.6% |
| Q1 2022 | $5,563,000 | -5.0% | 146,514 | +2.4% | 0.30% | +1.7% |
| Q4 2021 | $5,855,000 | -1.0% | 143,061 | +0.4% | 0.30% | -11.0% |
| Q3 2021 | $5,915,000 | +4.4% | 142,457 | +4.6% | 0.34% | +3.4% |
| Q2 2021 | $5,666,000 | +6.2% | 136,212 | +0.6% | 0.32% | -3.3% |
| Q1 2021 | $5,337,000 | +7.2% | 135,400 | +2.4% | 0.34% | +0.3% |
| Q4 2020 | $4,978,000 | +16.7% | 132,222 | +0.9% | 0.33% | +2.1% |
| Q3 2020 | $4,264,000 | +10.0% | 131,074 | 0.0% | 0.33% | +3.8% |
| Q2 2020 | $3,876,000 | +27.6% | 131,074 | +5.3% | 0.32% | +5.4% |
| Q1 2020 | $3,038,000 | -18.9% | 124,525 | +15.1% | 0.30% | +16.3% |
| Q4 2019 | $3,748,000 | +8.8% | 108,162 | -0.1% | 0.26% | +4.0% |
| Q3 2019 | $3,445,000 | -6.7% | 108,320 | -4.2% | 0.25% | -10.2% |
| Q2 2019 | $3,691,000 | -48.2% | 113,091 | -48.8% | 0.28% | -3.5% |
| Q1 2019 | $7,122,000 | +133.7% | 220,824 | +110.8% | 0.28% | +3.6% |
| Q4 2018 | $3,048,000 | +13.8% | 104,734 | +39.4% | 0.28% | +27.3% |
| Q3 2018 | $2,679,000 | -9.3% | 75,118 | -8.3% | 0.22% | -15.0% |
| Q2 2018 | $2,955,000 | +9.9% | 81,928 | +11.2% | 0.25% | +9.5% |
| Q1 2018 | $2,690,000 | +55.6% | 73,666 | +56.1% | 0.23% | +55.7% |
| Q4 2017 | $1,729,000 | +39.3% | 47,191 | +36.2% | 0.15% | +39.3% |
| Q3 2017 | $1,241,000 | +88.0% | 34,639 | +76.4% | 0.11% | +84.5% |
| Q2 2017 | $660,000 | +26.7% | 19,639 | +18.1% | 0.06% | +26.1% |
| Q1 2017 | $521,000 | +66.5% | 16,625 | +54.7% | 0.05% | +53.3% |
| Q4 2016 | $313,000 | -5.7% | 10,750 | 0.0% | 0.03% | -6.2% |
| Q3 2016 | $332,000 | +7.1% | 10,750 | 0.0% | 0.03% | +3.2% |
| Q2 2016 | $310,000 | -0.3% | 10,750 | 0.0% | 0.03% | -3.1% |
| Q1 2016 | $311,000 | -60.8% | 10,750 | -60.9% | 0.03% | -57.9% |
| Q4 2015 | $793,000 | – | 27,500 | – | 0.08% | – |
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% |