SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $78,549 | -66.1% | 2,496 | – | 0.03% | -67.4% |
| Q3 2022 | $232,000 | -50.4% | 0 | -100.0% | 0.09% | -42.6% |
| Q2 2022 | $468,000 | -14.6% | 14,982 | +3.7% | 0.16% | -6.6% |
| Q1 2022 | $548,000 | -7.3% | 14,444 | 0.0% | 0.17% | -2.9% |
| Q4 2021 | $591,000 | +509.3% | 14,444 | +518.1% | 0.17% | +470.0% |
| Q3 2021 | $97,000 | 0.0% | 2,337 | 0.0% | 0.03% | +3.4% |
| Q2 2021 | $97,000 | +234.5% | 2,337 | +201.9% | 0.03% | +190.0% |
| Q4 2020 | $29,000 | +16.0% | 774 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $25,000 | +8.7% | 774 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | -36.1% | 774 | -48.0% | 0.01% | -40.0% |
| Q1 2020 | $36,000 | -30.8% | 1,489 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $52,000 | +10.6% | 1,489 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $47,000 | -4.1% | 1,489 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $49,000 | +2.1% | 1,489 | 0.0% | 0.02% | +6.2% |
| Q1 2019 | $48,000 | +11.6% | 1,489 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $43,000 | +7.5% | 1,489 | +32.8% | 0.02% | +25.0% |
| Q3 2018 | $40,000 | +29.0% | 1,121 | +32.2% | 0.01% | -20.0% |
| Q2 2018 | $31,000 | -29.5% | 848 | -29.0% | 0.02% | +7.1% |
| Q1 2018 | $44,000 | 0.0% | 1,195 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $44,000 | +2.3% | 1,195 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $43,000 | -6.5% | 1,195 | -12.6% | 0.01% | -12.5% |
| Q2 2017 | $46,000 | +2.2% | 1,368 | -5.2% | 0.02% | 0.0% |
| Q1 2017 | $45,000 | +7.1% | 1,443 | 0.0% | 0.02% | +6.7% |
| Q4 2016 | $42,000 | -6.7% | 1,443 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $45,000 | +7.1% | 1,443 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $42,000 | 0.0% | 1,443 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $42,000 | -22.2% | 1,443 | -22.6% | 0.02% | -11.1% |
| Q4 2015 | $54,000 | +1.9% | 1,864 | 0.0% | 0.02% | -5.3% |
| Q3 2015 | $53,000 | -36.1% | 1,864 | -29.9% | 0.02% | -32.1% |
| Q2 2015 | $83,000 | -3.5% | 2,659 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $86,000 | +2.4% | 2,659 | -5.6% | 0.03% | 0.0% |
| Q4 2014 | $84,000 | 0.0% | 2,816 | +1.4% | 0.03% | -9.7% |
| Q3 2014 | $84,000 | -19.2% | 2,776 | -8.7% | 0.03% | -20.5% |
| Q2 2014 | $104,000 | +4.0% | 3,042 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $100,000 | +3.1% | 3,042 | 0.0% | 0.04% | +2.6% |
| Q4 2013 | $97,000 | -9.3% | 3,042 | -12.6% | 0.04% | -19.1% |
| Q3 2013 | $107,000 | +10.3% | 3,479 | -2.9% | 0.05% | +2.2% |
| Q2 2013 | $97,000 | – | 3,583 | – | 0.05% | – |
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% |