SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 193 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,656,250 | +23.3% | 1,818,798 | +29.1% | 0.03% | +28.6% |
Q2 2023 | $47,578,230 | -12.8% | 1,408,890 | -13.0% | 0.02% | -19.2% |
Q1 2023 | $54,569,907 | +6.0% | 1,618,805 | -1.1% | 0.03% | -3.7% |
Q4 2022 | $51,494,442 | +16.7% | 1,636,303 | +2.9% | 0.03% | +8.0% |
Q3 2022 | $44,123,000 | -21.4% | 1,590,011 | -11.6% | 0.02% | -19.4% |
Q2 2022 | $56,161,000 | -2.3% | 1,798,295 | +18.8% | 0.03% | +6.9% |
Q1 2022 | $57,455,000 | -9.4% | 1,513,169 | -2.4% | 0.03% | -6.5% |
Q4 2021 | $63,447,000 | +14.0% | 1,550,129 | +15.7% | 0.03% | 0.0% |
Q3 2021 | $55,640,000 | -7.6% | 1,340,072 | -7.4% | 0.03% | -8.8% |
Q2 2021 | $60,196,000 | -4.4% | 1,447,021 | -9.4% | 0.03% | -17.1% |
Q1 2021 | $62,941,000 | +21.0% | 1,596,684 | +15.5% | 0.04% | +5.1% |
Q4 2020 | $52,026,000 | +19.5% | 1,381,842 | +3.2% | 0.04% | 0.0% |
Q3 2020 | $43,550,000 | +8.4% | 1,338,751 | -1.4% | 0.04% | 0.0% |
Q2 2020 | $40,158,000 | +59.1% | 1,358,079 | +31.3% | 0.04% | +30.0% |
Q1 2020 | $25,240,000 | -24.0% | 1,034,435 | +7.9% | 0.03% | -14.3% |
Q4 2019 | $33,231,000 | +24.1% | 959,060 | +13.9% | 0.04% | +20.7% |
Q3 2019 | $26,768,000 | +627.2% | 841,746 | +646.3% | 0.03% | +480.0% |
Q2 2019 | $3,681,000 | +30.3% | 112,786 | +28.7% | 0.01% | +25.0% |
Q1 2019 | $2,826,000 | +39.4% | 87,643 | +25.8% | 0.00% | +33.3% |
Q4 2018 | $2,027,000 | +180.4% | 69,670 | +243.4% | 0.00% | +200.0% |
Q3 2018 | $723,000 | -30.9% | 20,287 | -40.2% | 0.00% | -75.0% |
Q3 2016 | $1,047,000 | -24.7% | 33,897 | -29.8% | 0.00% | -33.3% |
Q2 2016 | $1,390,000 | -28.7% | 48,272 | -28.3% | 0.01% | -25.0% |
Q1 2016 | $1,950,000 | -17.2% | 67,352 | -17.6% | 0.01% | -27.3% |
Q4 2015 | $2,355,000 | -16.1% | 81,696 | -16.9% | 0.01% | -21.4% |
Q3 2015 | $2,807,000 | -20.6% | 98,342 | -12.9% | 0.01% | -17.6% |
Q2 2015 | $3,534,000 | -3.3% | 112,910 | -6.8% | 0.02% | -10.5% |
Q1 2015 | $3,653,000 | +9.8% | 121,134 | +5.0% | 0.02% | -44.1% |
Q4 2014 | $3,328,000 | +49.6% | 115,371 | +62.6% | 0.03% | +54.5% |
Q3 2014 | $2,224,000 | -10.6% | 70,971 | -2.2% | 0.02% | -15.4% |
Q2 2014 | $2,487,000 | +0.2% | 72,571 | -3.5% | 0.03% | -7.1% |
Q1 2014 | $2,483,000 | +10.9% | 75,228 | +7.3% | 0.03% | +7.7% |
Q4 2013 | $2,239,000 | +39.8% | 70,130 | +35.0% | 0.03% | +30.0% |
Q3 2013 | $1,602,000 | +41.1% | 51,930 | +23.6% | 0.02% | +33.3% |
Q2 2013 | $1,135,000 | – | 42,010 | – | 0.02% | – |
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% |