SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $209 | +4.0% | 5,973 | +0.0% | 0.12% | -5.6% |
Q1 2023 | $201 | -99.9% | 5,971 | -0.5% | 0.12% | -3.1% |
Q1 2022 | $228,000 | -2.1% | 6,001 | +5.4% | 0.13% | +1.6% |
Q4 2021 | $233,000 | +3.1% | 5,696 | +4.5% | 0.13% | -7.3% |
Q3 2021 | $226,000 | -7.4% | 5,449 | -7.2% | 0.14% | -7.4% |
Q2 2021 | $244,000 | +5.6% | 5,869 | +0.0% | 0.15% | +0.7% |
Q1 2021 | $231,000 | +7.4% | 5,867 | +2.9% | 0.15% | -0.7% |
Q4 2020 | $215,000 | -21.8% | 5,700 | -32.6% | 0.15% | +2.1% |
Q3 2020 | $275,000 | +10.0% | 8,461 | 0.0% | 0.14% | +2.8% |
Q2 2020 | $250,000 | +21.4% | 8,461 | +0.2% | 0.14% | +1.4% |
Q1 2020 | $206,000 | -35.2% | 8,442 | -8.1% | 0.14% | -11.5% |
Q4 2019 | $318,000 | +6.7% | 9,187 | -2.0% | 0.16% | +1.3% |
Q3 2019 | $298,000 | -0.7% | 9,370 | +1.9% | 0.16% | -0.6% |
Q2 2019 | $300,000 | +1.0% | 9,198 | 0.0% | 0.16% | -0.6% |
Q1 2019 | $297,000 | +11.7% | 9,198 | +0.7% | 0.16% | 0.0% |
Q4 2018 | $266,000 | -27.9% | 9,134 | -11.7% | 0.16% | -14.2% |
Q3 2018 | $369,000 | -15.8% | 10,340 | -14.9% | 0.18% | -17.2% |
Q2 2018 | $438,000 | +1.4% | 12,145 | +2.6% | 0.22% | -8.7% |
Q1 2018 | $432,000 | -0.5% | 11,841 | 0.0% | 0.24% | +6.6% |
Q4 2017 | $434,000 | +2.4% | 11,841 | +0.1% | 0.23% | -4.6% |
Q3 2017 | $424,000 | +5.5% | 11,830 | -1.0% | 0.24% | +2.1% |
Q2 2017 | $402,000 | +7.8% | 11,947 | +0.4% | 0.23% | +5.9% |
Q1 2017 | $373,000 | +5.4% | 11,902 | -2.1% | 0.22% | 0.0% |
Q4 2016 | $354,000 | 0.0% | 12,162 | +6.2% | 0.22% | -3.1% |
Q3 2016 | $354,000 | +6.9% | 11,457 | -0.3% | 0.23% | +2.7% |
Q2 2016 | $331,000 | -12.0% | 11,487 | -11.6% | 0.22% | -16.0% |
Q1 2016 | $376,000 | +1.3% | 12,990 | +0.9% | 0.26% | +3.1% |
Q4 2015 | $371,000 | -4.4% | 12,875 | -5.3% | 0.26% | -9.9% |
Q3 2015 | $388,000 | -8.7% | 13,593 | 0.0% | 0.28% | -1.0% |
Q2 2015 | $425,000 | -18.6% | 13,593 | -18.4% | 0.29% | -27.0% |
Q4 2014 | $522,000 | 0.0% | 16,654 | 0.0% | 0.39% | 0.0% |
Q3 2014 | $522,000 | -15.8% | 16,654 | -8.0% | 0.39% | -12.5% |
Q2 2014 | $620,000 | +7.1% | 18,099 | +3.2% | 0.45% | -1.1% |
Q1 2014 | $579,000 | -12.4% | 17,539 | -15.3% | 0.45% | -16.1% |
Q4 2013 | $661,000 | +5.3% | 20,714 | +1.8% | 0.54% | -1.6% |
Q3 2013 | $628,000 | +33.9% | 20,346 | +17.2% | 0.55% | +25.6% |
Q2 2013 | $469,000 | – | 17,366 | – | 0.44% | – |
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% |