SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,531,070 | -17.7% | 109,491 | -13.8% | 0.11% | -15.1% |
| Q2 2023 | $4,288,303 | -2.5% | 126,986 | -2.7% | 0.13% | -12.5% |
| Q1 2023 | $4,398,852 | +5.7% | 130,491 | -1.4% | 0.14% | -1.4% |
| Q4 2022 | $4,163,166 | +101.5% | 132,290 | +77.7% | 0.15% | +75.9% |
| Q3 2022 | $2,066,000 | +49.0% | 74,436 | +67.6% | 0.08% | +48.2% |
| Q2 2022 | $1,387,000 | -14.1% | 44,415 | +4.5% | 0.06% | -17.6% |
| Q1 2022 | $1,614,000 | – | 42,501 | – | 0.07% | – |
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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% |