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 | $5,853,379 | +202.1% | 181,500 | +216.3% | 0.00% | +300.0% |
| Q2 2023 | $1,937,632 | +13.5% | 57,377 | +13.3% | 0.00% | 0.0% |
| Q1 2023 | $1,707,036 | -2.4% | 50,639 | -8.9% | 0.00% | 0.0% |
| Q4 2022 | $1,749,325 | +8.3% | 55,587 | -4.5% | 0.00% | -50.0% |
| Q3 2022 | $1,615,000 | -21.2% | 58,196 | -11.3% | 0.00% | 0.0% |
| Q2 2022 | $2,050,000 | +30.3% | 65,631 | +58.4% | 0.00% | +100.0% |
| Q1 2022 | $1,573,000 | -15.5% | 41,430 | -8.9% | 0.00% | -50.0% |
| Q4 2021 | $1,861,000 | +36.3% | 45,460 | +38.3% | 0.00% | +100.0% |
| Q3 2021 | $1,365,000 | +10.8% | 32,872 | +11.0% | 0.00% | 0.0% |
| Q2 2021 | $1,232,000 | +18.1% | 29,622 | +12.0% | 0.00% | 0.0% |
| Q1 2021 | $1,043,000 | +39.6% | 26,449 | +33.4% | 0.00% | 0.0% |
| Q4 2020 | $747,000 | +50.6% | 19,828 | +30.0% | 0.00% | 0.0% |
| Q3 2020 | $496,000 | -14.5% | 15,250 | -22.3% | 0.00% | 0.0% |
| Q2 2020 | $580,000 | +12.8% | 19,628 | -6.9% | 0.00% | 0.0% |
| Q1 2020 | $514,000 | +17.4% | 21,072 | +66.8% | 0.00% | 0.0% |
| Q4 2019 | $438,000 | -3.5% | 12,632 | -11.5% | 0.00% | 0.0% |
| Q3 2019 | $454,000 | -4.2% | 14,280 | -1.7% | 0.00% | 0.0% |
| Q2 2019 | $474,000 | -8.0% | 14,520 | -9.0% | 0.00% | 0.0% |
| Q1 2019 | $515,000 | +12.9% | 15,964 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $456,000 | -8.6% | 15,684 | +12.1% | 0.00% | 0.0% |
| Q3 2018 | $499,000 | +48.5% | 13,989 | +50.0% | 0.00% | 0.0% |
| Q2 2018 | $336,000 | -9.4% | 9,323 | -8.1% | 0.00% | 0.0% |
| Q1 2018 | $371,000 | +15.2% | 10,150 | +15.6% | 0.00% | 0.0% |
| Q4 2017 | $322,000 | -25.1% | 8,783 | -26.8% | 0.00% | -50.0% |
| Q3 2017 | $430,000 | -0.9% | 12,003 | -7.0% | 0.00% | 0.0% |
| Q2 2017 | $434,000 | +17.3% | 12,910 | +9.2% | 0.00% | -33.3% |
| Q1 2017 | $370,000 | +19.7% | 11,821 | +11.8% | 0.00% | +50.0% |
| Q4 2016 | $309,000 | -17.2% | 10,569 | -13.4% | 0.00% | -50.0% |
| Q3 2016 | $373,000 | +31.8% | 12,200 | +22.5% | 0.00% | +100.0% |
| Q2 2016 | $283,000 | -51.1% | 9,962 | -51.4% | 0.00% | 0.0% |
| Q1 2016 | $579,000 | -3.0% | 20,508 | -2.6% | 0.00% | 0.0% |
| Q4 2015 | $597,000 | +94.5% | 21,056 | +102.6% | 0.00% | 0.0% |
| Q3 2015 | $307,000 | +41.5% | 10,393 | +45.2% | 0.00% | +100.0% |
| Q1 2015 | $217,000 | +4.8% | 7,156 | -0.5% | 0.00% | 0.0% |
| Q4 2014 | $207,000 | – | 7,189 | – | 0.00% | – |
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% |