SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,135,071 | -4.5% | 35,196 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,188,940 | +13.6% | 35,207 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $1,046,398 | +4.3% | 31,041 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $1,003,248 | +14.4% | 31,879 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $877,000 | -14.6% | 31,605 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $1,027,000 | -11.5% | 32,907 | +7.8% | 0.00% | 0.0% |
| Q1 2022 | $1,160,000 | +3.4% | 30,540 | +11.4% | 0.00% | 0.0% |
| Q4 2021 | $1,122,000 | -5.8% | 27,409 | -4.4% | 0.00% | -25.0% |
| Q3 2021 | $1,191,000 | -0.5% | 28,685 | -0.3% | 0.00% | +33.3% |
| Q2 2021 | $1,197,000 | -1.8% | 28,765 | -7.0% | 0.00% | -25.0% |
| Q1 2021 | $1,219,000 | +1.0% | 30,916 | -3.6% | 0.00% | 0.0% |
| Q4 2020 | $1,207,000 | +12.9% | 32,063 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $1,069,000 | +1.9% | 32,872 | -7.4% | 0.00% | -20.0% |
| Q2 2020 | $1,049,000 | -63.0% | 35,487 | -69.4% | 0.01% | -66.7% |
| Q1 2020 | $2,832,000 | +64.9% | 116,094 | +134.3% | 0.02% | +87.5% |
| Q4 2019 | $1,717,000 | +38.9% | 49,543 | +27.4% | 0.01% | +14.3% |
| Q3 2019 | $1,236,000 | -10.5% | 38,895 | -8.1% | 0.01% | -12.5% |
| Q2 2019 | $1,381,000 | -20.4% | 42,335 | -21.0% | 0.01% | -11.1% |
| Q1 2019 | $1,736,000 | -98.8% | 53,571 | -98.9% | 0.01% | -99.1% |
| Q4 2018 | $148,013,000 | +314821.3% | 5,086,364 | +386108.4% | 1.02% | +102200.0% |
| Q3 2018 | $47,000 | – | 1,317 | – | 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% |