SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,355 | +67.3% | 42 | +75.0% | 0.00% | – |
| Q2 2023 | $810 | +0.1% | 24 | 0.0% | 0.00% | – |
| Q1 2023 | $809 | +7.2% | 24 | 0.0% | 0.00% | – |
| Q4 2022 | $755 | -74.8% | 24 | -77.4% | 0.00% | – |
| Q3 2022 | $3,000 | +50.0% | 106 | +92.7% | 0.00% | – |
| Q2 2022 | $2,000 | -95.6% | 55 | -95.4% | 0.00% | -100.0% |
| Q1 2022 | $45,000 | 0.0% | 1,194 | +9.3% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | – | 1,092 | +10820.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 10 | -99.6% | 0.00% | -100.0% |
| Q3 2020 | $73,000 | -51.3% | 2,254 | -55.5% | 0.01% | -50.0% |
| Q2 2020 | $150,000 | +25.0% | 5,062 | +2.8% | 0.01% | +9.1% |
| Q1 2020 | $120,000 | -32.2% | 4,922 | -3.7% | 0.01% | -26.7% |
| Q4 2019 | $177,000 | +12.0% | 5,109 | +3.1% | 0.02% | 0.0% |
| Q3 2019 | $158,000 | +6.8% | 4,956 | +9.3% | 0.02% | -6.2% |
| Q2 2019 | $148,000 | +57.4% | 4,535 | +56.3% | 0.02% | +45.5% |
| Q1 2019 | $94,000 | +11.9% | 2,901 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $84,000 | -19.2% | 2,901 | -1.0% | 0.01% | -7.7% |
| Q3 2018 | $104,000 | -1.9% | 2,930 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $106,000 | -0.9% | 2,930 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $107,000 | 0.0% | 2,930 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $107,000 | – | 2,930 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |