SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,495,192 | +0.2% | 170,394 | +4.9% | 2.25% | -1.4% |
| Q2 2023 | $5,484,571 | -0.5% | 162,410 | -0.7% | 2.28% | -2.1% |
| Q1 2023 | $5,510,795 | +7.2% | 163,477 | +0.0% | 2.33% | -1.5% |
| Q4 2022 | $5,142,750 | +18.6% | 163,418 | +4.6% | 2.37% | +8.4% |
| Q3 2022 | $4,336,000 | -9.4% | 156,246 | +1.9% | 2.19% | -3.8% |
| Q2 2022 | $4,788,000 | -16.6% | 153,329 | +1.4% | 2.27% | -0.3% |
| Q1 2022 | $5,742,000 | -5.9% | 151,221 | +1.4% | 2.28% | -1.3% |
| Q4 2021 | $6,103,000 | +0.2% | 149,097 | +1.6% | 2.31% | -5.7% |
| Q3 2021 | $6,092,000 | -2.0% | 146,717 | -1.9% | 2.45% | -3.7% |
| Q2 2021 | $6,219,000 | +6.2% | 149,492 | +0.6% | 2.54% | -0.1% |
| Q1 2021 | $5,857,000 | +3.1% | 148,576 | -1.6% | 2.54% | -2.6% |
| Q4 2020 | $5,682,000 | +26.9% | 150,918 | -0.4% | 2.61% | +8.5% |
| Q3 2020 | $4,479,000 | +0.0% | 151,469 | +0.0% | 2.41% | +0.0% |
| Q2 2020 | $4,478,000 | +20.3% | 151,468 | -0.7% | 2.41% | +5.1% |
| Q1 2020 | $3,723,000 | -25.8% | 152,599 | +5.4% | 2.29% | -11.2% |
| Q4 2019 | $5,019,000 | +11.2% | 144,838 | +2.1% | 2.58% | +3.7% |
| Q3 2019 | $4,512,000 | -1.6% | 141,881 | +0.9% | 2.49% | -1.3% |
| Q2 2019 | $4,587,000 | +3.1% | 140,547 | +1.9% | 2.52% | +0.2% |
| Q1 2019 | $4,448,000 | +11.2% | 137,952 | +0.3% | 2.51% | +6.0% |
| Q4 2018 | $4,001,000 | -13.8% | 137,515 | +5.7% | 2.37% | -11.2% |
| Q3 2018 | $4,639,000 | +0.1% | 130,092 | +1.2% | 2.67% | -2.9% |
| Q2 2018 | $4,635,000 | -0.3% | 128,511 | +0.9% | 2.75% | -2.4% |
| Q1 2018 | $4,649,000 | -1.5% | 127,335 | -1.2% | 2.82% | -1.5% |
| Q4 2017 | $4,720,000 | +0.6% | 128,863 | -1.6% | 2.86% | -2.5% |
| Q3 2017 | $4,691,000 | +6.8% | 130,959 | +0.3% | 2.93% | +1.5% |
| Q2 2017 | $4,391,000 | +8.7% | 130,579 | +1.2% | 2.89% | +3.6% |
| Q1 2017 | $4,041,000 | +5.0% | 128,979 | -2.5% | 2.79% | +3.9% |
| Q4 2016 | $3,849,000 | -4.7% | 132,253 | +1.1% | 2.68% | -3.9% |
| Q3 2016 | $4,039,000 | +8.2% | 130,799 | +0.9% | 2.79% | +4.6% |
| Q2 2016 | $3,734,000 | -3.7% | 129,682 | -3.1% | 2.67% | -1.6% |
| Q1 2016 | $3,876,000 | -4.9% | 133,884 | -5.3% | 2.71% | -3.6% |
| Q4 2015 | $4,074,000 | +3.8% | 141,318 | +2.8% | 2.82% | -3.7% |
| Q3 2015 | $3,923,000 | -6.4% | 137,455 | +2.7% | 2.92% | -6.3% |
| Q2 2015 | $4,191,000 | +4.8% | 133,882 | +0.9% | 3.12% | +4.2% |
| Q1 2015 | $4,000,000 | +0.4% | 132,635 | -3.9% | 2.99% | -9.1% |
| Q4 2014 | $3,983,000 | -5.1% | 138,060 | +3.0% | 3.29% | +0.7% |
| Q3 2014 | $4,199,000 | -5.0% | 133,988 | +3.9% | 3.27% | +1.0% |
| Q2 2014 | $4,419,000 | +3.9% | 128,949 | +0.1% | 3.24% | -3.1% |
| Q1 2014 | $4,253,000 | +4.2% | 128,832 | +0.8% | 3.34% | -3.2% |
| Q4 2013 | $4,080,000 | -3.7% | 127,814 | -6.9% | 3.46% | -0.6% |
| Q3 2013 | $4,235,000 | +16.0% | 137,264 | +1.6% | 3.48% | +5.0% |
| Q2 2013 | $3,650,000 | – | 135,149 | – | 3.31% | – |
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% |