SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,962 | -5.8% | 526 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $17,998 | +1.9% | 533 | +1.7% | 0.00% | -20.0% |
| Q1 2023 | $17,666 | -7.7% | 524 | -13.8% | 0.01% | -16.7% |
| Q4 2022 | $19,135 | +12.6% | 608 | +1.0% | 0.01% | +20.0% |
| Q3 2022 | $17,000 | +6.2% | 602 | +16.2% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -20.0% | 518 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 518 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | 0.0% | 517 | +1.8% | 0.01% | -16.7% |
| Q3 2021 | $21,000 | 0.0% | 508 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 508 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | -25.9% | 506 | -29.2% | 0.01% | -25.0% |
| Q4 2020 | $27,000 | -28.9% | 715 | -38.3% | 0.01% | -38.5% |
| Q3 2020 | $38,000 | -52.5% | 1,158 | -57.4% | 0.01% | -50.0% |
| Q2 2020 | $80,000 | +21.2% | 2,718 | 0.0% | 0.03% | +4.0% |
| Q1 2020 | $66,000 | -45.0% | 2,718 | -21.4% | 0.02% | -28.6% |
| Q4 2019 | $120,000 | +207.7% | 3,460 | +185.2% | 0.04% | +169.2% |
| Q3 2019 | $39,000 | -2.5% | 1,213 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | 0.0% | 1,211 | -8.7% | 0.01% | -7.1% |
| Q4 2018 | $39,000 | -17.0% | 1,326 | +0.8% | 0.01% | -12.5% |
| Q3 2018 | $47,000 | – | 1,316 | – | 0.02% | – |
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% |