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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,188,000 | +1466.6% | 164,352 | +1129.8% | 0.04% | +1100.0% |
| Q2 2020 | $395,000 | +7.0% | 13,364 | -11.7% | 0.00% | -25.0% |
| Q1 2020 | $369,000 | -71.5% | 15,143 | -59.5% | 0.00% | -60.0% |
| Q4 2019 | $1,294,000 | +6.6% | 37,351 | -2.1% | 0.01% | -9.1% |
| Q3 2019 | $1,214,000 | -17.3% | 38,170 | -15.1% | 0.01% | -15.4% |
| Q2 2019 | $1,468,000 | -60.8% | 44,978 | -61.2% | 0.01% | -63.9% |
| Q1 2019 | $3,743,000 | -8.0% | 116,067 | -17.0% | 0.04% | -20.0% |
| Q4 2018 | $4,070,000 | -18.4% | 139,857 | -0.0% | 0.04% | -6.2% |
| Q3 2018 | $4,989,000 | +9.1% | 139,919 | +10.4% | 0.05% | 0.0% |
| Q2 2018 | $4,572,000 | +49.9% | 126,766 | +51.8% | 0.05% | +41.2% |
| Q1 2018 | $3,050,000 | +116.3% | 83,533 | +117.0% | 0.03% | +100.0% |
| Q4 2017 | $1,410,000 | +65.9% | 38,503 | +62.4% | 0.02% | +54.5% |
| Q3 2017 | $850,000 | +19.5% | 23,716 | +12.2% | 0.01% | +10.0% |
| Q2 2017 | $711,000 | +13.6% | 21,141 | +5.7% | 0.01% | -9.1% |
| Q1 2017 | $626,000 | +74.9% | 19,993 | +62.4% | 0.01% | +57.1% |
| Q4 2016 | $358,000 | -2.5% | 12,314 | +3.6% | 0.01% | 0.0% |
| Q3 2016 | $367,000 | +67.6% | 11,883 | +55.2% | 0.01% | +16.7% |
| Q3 2015 | $219,000 | -28.4% | 7,659 | -21.6% | 0.01% | -25.0% |
| Q2 2015 | $306,000 | +4.1% | 9,765 | +0.3% | 0.01% | 0.0% |
| Q1 2015 | $294,000 | +41.3% | 9,734 | +35.3% | 0.01% | +33.3% |
| Q4 2014 | $208,000 | -20.6% | 7,194 | -14.0% | 0.01% | -25.0% |
| Q3 2014 | $262,000 | +8.3% | 8,364 | +18.3% | 0.01% | 0.0% |
| Q2 2014 | $242,000 | – | 7,068 | – | 0.01% | – |
Download | ||||||
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% |