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 | $524,643 | -2.7% | 16,268 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $538,935 | +6.4% | 15,959 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $506,459 | +6.0% | 15,024 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $477,840 | +10.6% | 15,184 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $432,000 | -11.3% | 15,578 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $487,000 | -18.4% | 15,578 | -0.9% | 0.01% | -10.0% |
| Q1 2022 | $597,000 | -7.2% | 15,718 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $643,000 | +12.4% | 15,718 | +14.1% | 0.01% | 0.0% |
| Q3 2021 | $572,000 | +1.2% | 13,776 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $565,000 | +14.8% | 13,581 | +8.9% | 0.01% | 0.0% |
| Q1 2021 | $492,000 | +25.5% | 12,470 | +19.8% | 0.01% | +11.1% |
| Q4 2020 | $392,000 | +32.0% | 10,409 | +13.9% | 0.01% | +12.5% |
| Q3 2020 | $297,000 | -1.7% | 9,135 | -10.7% | 0.01% | -11.1% |
| Q2 2020 | $302,000 | +21.3% | 10,225 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $249,000 | -34.5% | 10,225 | -6.7% | 0.01% | -18.2% |
| Q4 2019 | $380,000 | – | 10,965 | – | 0.01% | – |
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% |