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 | $5,493,489 | -4.1% | 170,341 | +0.5% | 0.24% | 0.0% |
Q2 2023 | $5,725,940 | +2.8% | 169,557 | +2.6% | 0.24% | -4.3% |
Q1 2023 | $5,571,391 | +54217.9% | 165,274 | -49.3% | 0.25% | -8.3% |
Q4 2022 | $10,257 | -99.7% | 325,912 | +143.0% | 0.28% | +10.8% |
Q3 2022 | $3,722,000 | -1.1% | 134,113 | +11.3% | 0.25% | -10.1% |
Q2 2022 | $3,762,000 | -8.4% | 120,449 | +11.4% | 0.28% | +23.1% |
Q1 2022 | $4,107,000 | -0.9% | 108,167 | +6.8% | 0.22% | +7.1% |
Q4 2021 | $4,144,000 | +3.7% | 101,247 | +5.2% | 0.21% | -4.5% |
Q3 2021 | $3,996,000 | +6.5% | 96,230 | +6.7% | 0.22% | +6.3% |
Q2 2021 | $3,753,000 | +9.6% | 90,204 | +3.8% | 0.21% | +1.5% |
Q1 2021 | $3,424,000 | -1.4% | 86,860 | -5.9% | 0.20% | -5.1% |
Q4 2020 | $3,474,000 | +19.5% | 92,262 | +3.2% | 0.22% | +3.9% |
Q3 2020 | $2,907,000 | +9.1% | 89,364 | -0.9% | 0.21% | +5.1% |
Q2 2020 | $2,665,000 | +30.2% | 90,136 | +7.4% | 0.20% | -1.0% |
Q1 2020 | $2,047,000 | -46.5% | 83,907 | -24.1% | 0.20% | -40.4% |
Q4 2019 | $3,829,000 | +9.4% | 110,508 | +0.4% | 0.33% | -0.3% |
Q3 2019 | $3,499,000 | -1.1% | 110,023 | +1.5% | 0.34% | -1.8% |
Q2 2019 | $3,537,000 | -1.8% | 108,367 | -2.9% | 0.34% | -5.3% |
Q1 2019 | $3,601,000 | +9.4% | 111,647 | -1.3% | 0.36% | -4.3% |
Q4 2018 | $3,291,000 | +37.3% | 113,077 | +68.2% | 0.38% | +39.3% |
Q3 2018 | $2,397,000 | +1.4% | 67,216 | +2.5% | 0.27% | -0.7% |
Q2 2018 | $2,365,000 | +14.9% | 65,565 | +16.3% | 0.27% | +5.4% |
Q1 2018 | $2,059,000 | +0.1% | 56,395 | +0.5% | 0.26% | +6.2% |
Q4 2017 | $2,056,000 | +5.9% | 56,122 | +3.5% | 0.24% | -17.1% |
Q3 2017 | $1,942,000 | +7.6% | 54,209 | +1.0% | 0.29% | +1.4% |
Q2 2017 | $1,804,000 | +7.9% | 53,654 | +0.5% | 0.29% | +1.8% |
Q1 2017 | $1,672,000 | -11.3% | 53,375 | -17.6% | 0.28% | -16.5% |
Q4 2016 | $1,884,000 | +11.0% | 64,741 | +17.8% | 0.34% | +0.9% |
Q3 2016 | $1,697,000 | +6.7% | 54,940 | -0.5% | 0.34% | -0.9% |
Q2 2016 | $1,591,000 | -6.4% | 55,240 | -5.9% | 0.34% | -15.0% |
Q1 2016 | $1,699,000 | -15.2% | 58,686 | -15.5% | 0.40% | -23.5% |
Q4 2015 | $2,003,000 | +54.1% | 69,483 | +52.5% | 0.52% | +23.9% |
Q3 2015 | $1,300,000 | -10.0% | 45,550 | -1.3% | 0.42% | -14.1% |
Q2 2015 | $1,445,000 | +4.5% | 46,161 | +0.7% | 0.49% | +4.2% |
Q1 2015 | $1,383,000 | +21.5% | 45,860 | +16.3% | 0.47% | +20.2% |
Q4 2014 | $1,138,000 | +29.0% | 39,435 | +40.0% | 0.39% | +22.9% |
Q3 2014 | $882,000 | -7.1% | 28,159 | +1.7% | 0.32% | -3.0% |
Q2 2014 | $949,000 | +38.5% | 27,685 | +33.4% | 0.33% | +31.6% |
Q1 2014 | $685,000 | +5.5% | 20,756 | +2.0% | 0.25% | +6.8% |
Q4 2013 | $649,000 | +6.0% | 20,346 | +2.6% | 0.23% | -7.5% |
Q3 2013 | $612,000 | -42.6% | 19,834 | -49.7% | 0.25% | +10.0% |
Q2 2013 | $1,066,000 | – | 39,470 | – | 0.23% | – |
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% |