SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,163 | -4.9% | 15,819 | -0.4% | 0.34% | -2.3% |
| Q2 2023 | $536,200 | -1.7% | 15,878 | -1.9% | 0.35% | -9.9% |
| Q1 2023 | $545,664 | +1.2% | 16,187 | -5.5% | 0.38% | -11.5% |
| Q4 2022 | $539,113 | +24.2% | 17,131 | +9.6% | 0.44% | -3.1% |
| Q3 2022 | $434,000 | -10.9% | 15,627 | +0.1% | 0.45% | -3.0% |
| Q2 2022 | $487,000 | -19.5% | 15,607 | -2.0% | 0.46% | -8.1% |
| Q1 2022 | $605,000 | -7.1% | 15,922 | +0.1% | 0.50% | -7.2% |
| Q4 2021 | $651,000 | – | 15,900 | – | 0.54% | – |
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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% |