SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $521,089 | -74.3% | 15,458 | -76.0% | 0.00% | – |
| Q4 2022 | $2,025,629 | +446.0% | 64,367 | +381.7% | 0.00% | – |
| Q3 2022 | $371,000 | -85.9% | 13,362 | -79.2% | 0.00% | -100.0% |
| Q4 2021 | $2,624,000 | +23.9% | 64,103 | +25.7% | 0.00% | – |
| Q3 2021 | $2,118,000 | -56.4% | 51,014 | -58.6% | 0.00% | -100.0% |
| Q1 2021 | $4,855,000 | -60.3% | 123,157 | -62.1% | 0.00% | -66.7% |
| Q4 2020 | $12,238,000 | +1276.6% | 325,045 | +1088.8% | 0.00% | – |
| Q3 2020 | $889,000 | -91.7% | 27,342 | -92.4% | 0.00% | -100.0% |
| Q2 2020 | $10,664,000 | +79.3% | 360,635 | +110.2% | 0.00% | +33.3% |
| Q4 2019 | $5,946,000 | +280.7% | 171,608 | +249.5% | 0.00% | +200.0% |
| Q3 2019 | $1,562,000 | -80.4% | 49,108 | -79.9% | 0.00% | -75.0% |
| Q2 2019 | $7,965,000 | +137.4% | 244,032 | +134.6% | 0.00% | +100.0% |
| Q1 2019 | $3,355,000 | -80.6% | 104,020 | -82.5% | 0.00% | -77.8% |
| Q4 2018 | $17,327,000 | +24.0% | 595,436 | +52.0% | 0.01% | +50.0% |
| Q3 2018 | $13,970,000 | -14.3% | 391,765 | -12.3% | 0.01% | -33.3% |
| Q1 2018 | $16,303,000 | +29.5% | 446,545 | +29.9% | 0.01% | +12.5% |
| Q4 2017 | $12,588,000 | +3127.7% | 343,666 | +2662.6% | 0.01% | – |
| Q1 2017 | $390,000 | -19.9% | 12,440 | -26.1% | 0.00% | -100.0% |
| Q1 2016 | $487,000 | -22.9% | 16,831 | -16.7% | 0.00% | 0.0% |
| Q2 2015 | $632,000 | -75.7% | 20,200 | -76.6% | 0.00% | -50.0% |
| Q1 2015 | $2,605,000 | – | 86,377 | – | 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% |