SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651 | -7.8% | 20,217 | -3.3% | 0.39% | -6.2% |
| Q2 2023 | $706 | +0.1% | 20,917 | 0.0% | 0.42% | -6.9% |
| Q1 2023 | $705 | +7.1% | 20,917 | 0.0% | 0.45% | +4.9% |
| Q4 2022 | $658 | -99.9% | 20,917 | -22.5% | 0.43% | -14.0% |
| Q3 2022 | $749,000 | -13.0% | 26,987 | -2.1% | 0.50% | -7.2% |
| Q2 2022 | $861,000 | -17.9% | 27,557 | -0.2% | 0.54% | -2.0% |
| Q1 2022 | $1,049,000 | -7.3% | 27,617 | -0.1% | 0.55% | -1.4% |
| Q4 2021 | $1,132,000 | -1.1% | 27,657 | +0.3% | 0.56% | -7.9% |
| Q3 2021 | $1,145,000 | +3.8% | 27,587 | +4.0% | 0.61% | +5.0% |
| Q2 2021 | $1,103,000 | +5.6% | 26,514 | 0.0% | 0.58% | -1.0% |
| Q1 2021 | $1,045,000 | +4.3% | 26,514 | -0.4% | 0.58% | -1.7% |
| Q4 2020 | $1,002,000 | +18.9% | 26,624 | +2.7% | 0.59% | +5.5% |
| Q3 2020 | $843,000 | +9.9% | 25,924 | 0.0% | 0.56% | +2.2% |
| Q2 2020 | $767,000 | +21.2% | 25,924 | 0.0% | 0.55% | +0.4% |
| Q1 2020 | $633,000 | -28.4% | 25,924 | +1.6% | 0.55% | -0.5% |
| Q4 2019 | $884,000 | +8.9% | 25,524 | 0.0% | 0.55% | +1.7% |
| Q3 2019 | $812,000 | -2.5% | 25,524 | 0.0% | 0.54% | -1.1% |
| Q2 2019 | $833,000 | +0.4% | 25,524 | -0.8% | 0.55% | -5.4% |
| Q1 2019 | $830,000 | +10.8% | 25,724 | 0.0% | 0.58% | -3.7% |
| Q4 2018 | $749,000 | -17.6% | 25,724 | +0.9% | 0.60% | 0.0% |
| Q3 2018 | $909,000 | -1.1% | 25,485 | 0.0% | 0.60% | -5.4% |
| Q2 2018 | $919,000 | -1.2% | 25,485 | 0.0% | 0.64% | -4.8% |
| Q1 2018 | $930,000 | -1.2% | 25,485 | -0.8% | 0.67% | -0.3% |
| Q4 2017 | $941,000 | +4.3% | 25,685 | +2.0% | 0.67% | -0.1% |
| Q3 2017 | $902,000 | +6.5% | 25,185 | 0.0% | 0.67% | +5.2% |
| Q2 2017 | $847,000 | +11.7% | 25,185 | +4.1% | 0.64% | +13.5% |
| Q1 2017 | $758,000 | +11.8% | 24,185 | +3.9% | 0.56% | +9.8% |
| Q4 2016 | $678,000 | -5.7% | 23,285 | 0.0% | 0.51% | -10.4% |
| Q3 2016 | $719,000 | +5.4% | 23,285 | -1.7% | 0.57% | +1.6% |
| Q2 2016 | $682,000 | -19.1% | 23,685 | -18.7% | 0.56% | -27.3% |
| Q1 2016 | $843,000 | -0.7% | 29,131 | -1.1% | 0.77% | -8.5% |
| Q4 2015 | $849,000 | -2.4% | 29,451 | -3.4% | 0.84% | -0.6% |
| Q3 2015 | $870,000 | -13.0% | 30,486 | -4.5% | 0.85% | +1.1% |
| Q2 2015 | $1,000,000 | +3.4% | 31,936 | -0.4% | 0.84% | +8.5% |
| Q1 2015 | $967,000 | +7.1% | 32,072 | +2.4% | 0.77% | +2.1% |
| Q4 2014 | $903,000 | -8.4% | 31,310 | -0.5% | 0.76% | -8.1% |
| Q3 2014 | $986,000 | +6.2% | 31,465 | +16.2% | 0.82% | +45.5% |
| Q2 2014 | $928,000 | -18.2% | 27,075 | -21.2% | 0.57% | -21.6% |
| Q1 2014 | $1,134,000 | +1.5% | 34,360 | -1.8% | 0.72% | -3.0% |
| Q4 2013 | $1,117,000 | +5.2% | 34,979 | +1.6% | 0.74% | -0.9% |
| Q3 2013 | $1,062,000 | +14.2% | 34,424 | -0.0% | 0.75% | +19.0% |
| Q2 2013 | $930,000 | – | 34,434 | – | 0.63% | – |
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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% |