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 | $8,158,443 | -4.9% | 252,975 | -0.4% | 1.34% | +3.3% |
| Q2 2023 | $8,580,011 | -5.1% | 254,072 | -5.2% | 1.30% | -8.6% |
| Q1 2023 | $9,037,516 | +27.6% | 268,096 | +19.1% | 1.42% | +19.4% |
| Q4 2022 | $7,082,701 | -99.9% | 225,062 | -22.5% | 1.19% | -18.8% |
| Q3 2022 | $8,059,266,000 | -17.9% | 290,424 | -7.6% | 1.47% | -11.7% |
| Q2 2022 | $9,811,185,000 | +16.3% | 314,159 | +41.4% | 1.66% | +26.9% |
| Q1 2022 | $8,436,934,000 | -8.5% | 222,200 | -1.4% | 1.31% | -4.6% |
| Q4 2021 | $9,219,114,000 | -30.8% | 225,241 | -29.8% | 1.37% | -35.7% |
| Q3 2021 | $13,319,699,000 | +51.1% | 320,802 | +51.4% | 2.14% | +44.6% |
| Q2 2021 | $8,815,164,000 | +37.7% | 211,903 | +30.5% | 1.48% | +18.7% |
| Q1 2021 | $6,399,876,000 | +48.9% | 162,351 | +42.2% | 1.24% | +37.6% |
| Q4 2020 | $4,298,989,000 | +17.5% | 114,183 | +1.6% | 0.90% | +4.4% |
| Q3 2020 | $3,657,217,000 | -14.4% | 112,426 | -22.2% | 0.87% | -13.6% |
| Q2 2020 | $4,271,061,000 | +7.8% | 144,439 | -11.0% | 1.00% | -14.9% |
| Q1 2020 | $3,961,413,000 | +80.8% | 162,353 | +156.8% | 1.18% | +115.8% |
| Q4 2019 | $2,190,538,000 | +77.9% | 63,219 | +63.2% | 0.55% | +47.6% |
| Q3 2019 | $1,231,550,000 | +0.1% | 38,728 | +2.8% | 0.37% | -8.4% |
| Q2 2019 | $1,229,744,000 | +18.4% | 37,676 | +16.9% | 0.40% | +7.7% |
| Q1 2019 | $1,038,998,000 | +9.6% | 32,217 | -1.1% | 0.38% | -1.3% |
| Q4 2018 | $947,699,000 | -53.0% | 32,567 | -42.7% | 0.38% | -43.5% |
| Q3 2018 | $2,017,215,000 | +52.3% | 56,855 | +54.7% | 0.67% | +43.2% |
| Q2 2018 | $1,324,110,000 | +454.6% | 36,740 | +461.9% | 0.47% | +543.8% |
| Q1 2018 | $238,739,000 | – | 6,539 | – | 0.07% | – |
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% |