SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,712,860 | -8.8% | 1,417,453 | -4.5% | 0.06% | -9.0% |
| Q2 2023 | $50,104,082 | +1.3% | 1,483,686 | +1.1% | 0.07% | -5.6% |
| Q1 2023 | $49,455,010 | +7.3% | 1,467,072 | +0.2% | 0.07% | +2.9% |
| Q4 2022 | $46,082,452 | +12.6% | 1,464,330 | -0.7% | 0.07% | -2.8% |
| Q3 2022 | $40,927,000 | -12.3% | 1,474,843 | -1.3% | 0.07% | -7.8% |
| Q2 2022 | $46,677,000 | -19.7% | 1,494,623 | -2.3% | 0.08% | -14.4% |
| Q1 2022 | $58,107,000 | -6.1% | 1,530,343 | +1.2% | 0.09% | -9.1% |
| Q4 2021 | $61,881,000 | -1.7% | 1,511,872 | -0.3% | 0.10% | -11.6% |
| Q3 2021 | $62,959,000 | +3.9% | 1,516,361 | +4.1% | 0.11% | +3.7% |
| Q2 2021 | $60,610,000 | +4.5% | 1,456,979 | -0.9% | 0.11% | -7.7% |
| Q1 2021 | $57,974,000 | +3.8% | 1,470,668 | -0.8% | 0.12% | -4.9% |
| Q4 2020 | $55,837,000 | +34.4% | 1,483,058 | +16.1% | 0.12% | +13.9% |
| Q3 2020 | $41,545,000 | +24.3% | 1,277,127 | +13.0% | 0.11% | +11.3% |
| Q2 2020 | $33,419,000 | +47.9% | 1,130,156 | +22.1% | 0.10% | +21.2% |
| Q1 2020 | $22,591,000 | +102.6% | 925,867 | +187.7% | 0.08% | +142.4% |
| Q4 2019 | $11,150,000 | +114.8% | 321,790 | +97.1% | 0.03% | +94.1% |
| Q3 2019 | $5,192,000 | +27.8% | 163,269 | +31.2% | 0.02% | +21.4% |
| Q2 2019 | $4,062,000 | +244.2% | 124,434 | +240.1% | 0.01% | +250.0% |
| Q1 2019 | $1,180,000 | +75.9% | 36,586 | +58.8% | 0.00% | +33.3% |
| Q4 2018 | $671,000 | -6.2% | 23,046 | +15.0% | 0.00% | 0.0% |
| Q3 2018 | $715,000 | -2.9% | 20,048 | -1.7% | 0.00% | 0.0% |
| Q2 2018 | $736,000 | +18.7% | 20,392 | +20.2% | 0.00% | 0.0% |
| Q1 2018 | $620,000 | +5.3% | 16,970 | +5.6% | 0.00% | 0.0% |
| Q4 2017 | $589,000 | +24.5% | 16,072 | +21.8% | 0.00% | +50.0% |
| Q3 2017 | $473,000 | +12.9% | 13,193 | +5.9% | 0.00% | 0.0% |
| Q2 2017 | $419,000 | +73.1% | 12,462 | +61.0% | 0.00% | +100.0% |
| Q1 2017 | $242,000 | +1.7% | 7,738 | -5.3% | 0.00% | 0.0% |
| Q4 2016 | $238,000 | +38.4% | 8,172 | +46.3% | 0.00% | 0.0% |
| Q3 2016 | $172,000 | +300.0% | 5,586 | +273.6% | 0.00% | – |
| Q2 2016 | $43,000 | +95.5% | 1,495 | +98.0% | 0.00% | – |
| Q1 2016 | $22,000 | +10.0% | 755 | +8.0% | 0.00% | – |
| Q4 2015 | $20,000 | +5.3% | 699 | +6.4% | 0.00% | – |
| Q3 2015 | $19,000 | -5.0% | 657 | +1.1% | 0.00% | – |
| Q1 2015 | $20,000 | +25.0% | 650 | +15.7% | 0.00% | – |
| Q4 2014 | $16,000 | -48.4% | 562 | -43.4% | 0.00% | – |
| Q3 2014 | $31,000 | +63.2% | 993 | +83.5% | 0.00% | – |
| Q2 2014 | $19,000 | – | 541 | – | 0.00% | – |
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% |