SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,433,736 | +833.6% | 172,664 | +825.5% | 0.00% | – |
| Q2 2022 | $582,000 | -79.2% | 18,656 | -74.7% | 0.00% | – |
| Q1 2022 | $2,796,000 | +45.2% | 73,632 | +56.5% | 0.00% | – |
| Q4 2021 | $1,926,000 | -85.7% | 47,042 | -89.6% | 0.00% | -100.0% |
| Q2 2020 | $13,426,000 | +5975.1% | 454,030 | +7006.4% | 0.00% | – |
| Q4 2019 | $221,000 | -93.0% | 6,389 | -93.4% | 0.00% | -100.0% |
| Q1 2019 | $3,140,000 | -76.7% | 97,350 | -79.0% | 0.00% | -80.0% |
| Q4 2018 | $13,487,000 | +245.0% | 463,477 | +322.8% | 0.01% | +400.0% |
| Q3 2018 | $3,909,000 | +117.4% | 109,632 | +122.6% | 0.00% | 0.0% |
| Q1 2018 | $1,798,000 | -90.7% | 49,254 | -90.7% | 0.00% | -85.7% |
| Q4 2017 | $19,367,000 | -3.0% | 528,731 | -5.2% | 0.01% | -12.5% |
| Q3 2017 | $19,976,000 | +159.3% | 557,664 | +143.4% | 0.01% | +166.7% |
| Q2 2017 | $7,704,000 | +406.5% | 229,070 | +371.8% | 0.00% | +200.0% |
| Q1 2017 | $1,521,000 | -77.9% | 48,549 | -79.5% | 0.00% | -66.7% |
| Q4 2016 | $6,892,000 | +210.3% | 236,841 | +208.7% | 0.00% | +200.0% |
| Q1 2016 | $2,221,000 | -79.0% | 76,734 | -79.1% | 0.00% | -80.0% |
| Q4 2015 | $10,600,000 | -59.5% | 367,147 | -60.0% | 0.01% | -54.5% |
| Q3 2015 | $26,167,000 | +237.4% | 916,857 | +270.2% | 0.01% | +266.7% |
| Q2 2015 | $7,755,000 | +190.7% | 247,685 | +180.0% | 0.00% | +200.0% |
| Q1 2015 | $2,668,000 | +25.1% | 88,447 | +19.6% | 0.00% | 0.0% |
| Q4 2014 | $2,132,000 | -21.9% | 73,929 | -15.2% | 0.00% | 0.0% |
| Q3 2014 | $2,731,000 | +861.6% | 87,142 | +951.4% | 0.00% | – |
| Q2 2014 | $284,000 | +30.3% | 8,288 | +25.3% | 0.00% | – |
| Q1 2014 | $218,000 | -46.3% | 6,616 | -48.0% | 0.00% | – |
| Q4 2013 | $406,000 | +83.7% | 12,719 | +77.3% | 0.00% | – |
| Q3 2013 | $221,000 | -52.6% | 7,172 | -58.5% | 0.00% | – |
| Q2 2013 | $466,000 | – | 17,268 | – | 0.00% | – |
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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% |