SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 104 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,795,766 | -7.4% | 1,389,016 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $48,361,443 | -0.1% | 1,432,083 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $48,395,247 | +2198.9% | 1,435,635 | +2046.2% | 0.00% | – |
| Q4 2022 | $2,105,124 | +8.7% | 66,893 | -4.2% | 0.00% | – |
| Q3 2022 | $1,937,000 | -17.8% | 69,793 | -7.5% | 0.00% | – |
| Q2 2022 | $2,356,000 | -43.0% | 75,442 | -30.7% | 0.00% | – |
| Q1 2022 | $4,135,000 | -10.7% | 108,915 | -3.7% | 0.00% | – |
| Q4 2021 | $4,629,000 | -2.8% | 113,107 | -1.3% | 0.00% | – |
| Q3 2021 | $4,760,000 | -2.5% | 114,639 | -2.3% | 0.00% | – |
| Q2 2021 | $4,883,000 | -0.2% | 117,371 | -5.5% | 0.00% | – |
| Q1 2021 | $4,895,000 | -3.5% | 124,188 | -7.8% | 0.00% | – |
| Q4 2020 | $5,074,000 | +9.2% | 134,760 | -5.6% | 0.00% | – |
| Q3 2020 | $4,645,000 | +1.3% | 142,812 | -7.9% | 0.00% | – |
| Q2 2020 | $4,586,000 | +1.4% | 155,078 | -16.4% | 0.00% | – |
| Q1 2020 | $4,523,000 | -56.0% | 185,407 | -37.5% | 0.00% | – |
| Q4 2019 | $10,272,000 | -2.0% | 296,439 | -10.1% | 0.00% | – |
| Q3 2019 | $10,486,000 | -11.0% | 329,740 | -8.7% | 0.00% | -100.0% |
| Q2 2019 | $11,786,000 | -6.0% | 361,090 | -7.1% | 0.00% | 0.0% |
| Q1 2019 | $12,538,000 | -13.8% | 388,777 | -22.2% | 0.00% | 0.0% |
| Q4 2018 | $14,548,000 | -18.2% | 499,933 | +0.2% | 0.00% | 0.0% |
| Q3 2018 | $17,791,000 | +3.1% | 498,918 | +4.3% | 0.00% | 0.0% |
| Q2 2018 | $17,260,000 | -4.0% | 478,503 | -2.8% | 0.00% | 0.0% |
| Q1 2018 | $17,974,000 | -2.7% | 492,296 | -2.4% | 0.00% | 0.0% |
| Q4 2017 | $18,470,000 | +4.0% | 504,223 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $17,755,000 | +2.8% | 495,672 | -3.5% | 0.00% | 0.0% |
| Q2 2017 | $17,279,000 | +10.6% | 513,810 | +3.1% | 0.00% | 0.0% |
| Q1 2017 | $15,620,000 | +11.5% | 498,552 | +3.6% | 0.00% | -95.0% |
| Q4 2016 | $14,007,000 | -1.1% | 481,343 | +5.0% | 0.02% | 0.0% |
| Q3 2016 | $14,161,000 | +21.7% | 458,570 | +13.5% | 0.02% | +11.1% |
| Q2 2016 | $11,634,000 | +4.9% | 404,034 | +5.5% | 0.02% | 0.0% |
| Q1 2016 | $11,090,000 | +19.1% | 383,074 | +18.6% | 0.02% | +28.6% |
| Q4 2015 | $9,310,000 | – | 322,939 | – | 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% |