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 | $1,060 | -4.5% | 32,863 | 0.0% | 0.16% | -2.4% |
| Q2 2023 | $1,110 | -99.9% | 32,863 | -0.5% | 0.17% | -7.7% |
| Q1 2023 | $1,112,868 | +8.9% | 33,013 | +1.7% | 0.18% | +0.6% |
| Q4 2022 | $1,021,705 | +3.3% | 32,466 | -8.9% | 0.18% | -12.1% |
| Q3 2022 | $989,000 | -13.8% | 35,653 | -2.9% | 0.21% | -11.2% |
| Q2 2022 | $1,147,000 | -17.7% | 36,723 | +0.1% | 0.23% | -7.9% |
| Q1 2022 | $1,393,000 | -9.8% | 36,688 | -2.7% | 0.25% | -9.7% |
| Q4 2021 | $1,544,000 | -3.0% | 37,713 | -1.6% | 0.28% | -12.0% |
| Q3 2021 | $1,591,000 | -1.0% | 38,313 | -0.8% | 0.32% | -0.3% |
| Q2 2021 | $1,607,000 | +3.3% | 38,618 | -2.1% | 0.32% | -3.0% |
| Q1 2021 | $1,555,000 | +3.9% | 39,445 | -0.7% | 0.33% | -6.0% |
| Q4 2020 | $1,496,000 | +14.8% | 39,740 | -0.7% | 0.35% | -2.5% |
| Q3 2020 | $1,303,000 | +7.9% | 40,040 | -2.0% | 0.36% | +4.7% |
| Q2 2020 | $1,208,000 | -10.4% | 40,840 | -26.1% | 0.34% | -23.3% |
| Q1 2020 | $1,348,000 | -43.9% | 55,235 | -20.4% | 0.45% | -26.4% |
| Q4 2019 | $2,404,000 | +8.3% | 69,385 | -0.5% | 0.61% | 0.0% |
| Q3 2019 | $2,219,000 | -2.6% | 69,765 | -0.1% | 0.61% | -2.1% |
| Q2 2019 | $2,278,000 | -3.1% | 69,805 | -4.2% | 0.62% | -5.4% |
| Q1 2019 | $2,350,000 | +21.6% | 72,855 | +9.7% | 0.65% | +5.8% |
| Q4 2018 | $1,932,000 | – | 66,390 | – | 0.62% | – |
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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% |