SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,482,979 | +4.4% | 45,984 | +9.4% | 0.02% | +5.0% |
| Q2 2023 | $1,419,912 | +4.3% | 42,047 | -2.8% | 0.02% | -20.0% |
| Q1 2023 | $1,360,980 | 0.0% | 43,247 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,360,980 | +16.4% | 43,247 | +2.6% | 0.02% | +4.2% |
| Q3 2022 | $1,169,000 | -6.5% | 42,142 | +5.3% | 0.02% | -4.0% |
| Q2 2022 | $1,250,000 | -15.7% | 40,011 | +2.5% | 0.02% | -13.8% |
| Q1 2022 | $1,482,000 | -8.0% | 39,028 | -0.8% | 0.03% | -6.5% |
| Q4 2021 | $1,611,000 | +0.7% | 39,353 | +2.1% | 0.03% | -6.1% |
| Q3 2021 | $1,600,000 | +0.4% | 38,534 | +0.6% | 0.03% | -13.2% |
| Q2 2021 | $1,593,000 | +14.6% | 38,300 | +8.6% | 0.04% | -44.9% |
| Q1 2021 | $1,390,000 | +5.5% | 35,256 | +0.7% | 0.07% | 0.0% |
| Q4 2020 | $1,318,000 | +14.3% | 35,004 | -1.3% | 0.07% | -21.6% |
| Q3 2020 | $1,153,000 | +10.3% | 35,451 | +0.4% | 0.09% | -11.1% |
| Q2 2020 | $1,045,000 | +39.3% | 35,326 | +14.9% | 0.10% | +37.5% |
| Q1 2020 | $750,000 | +38.6% | 30,732 | +96.9% | 0.07% | +38.5% |
| Q4 2019 | $541,000 | +10.0% | 15,608 | +1.0% | 0.05% | -1.9% |
| Q3 2019 | $492,000 | +14.4% | 15,461 | +17.3% | 0.05% | +12.8% |
| Q2 2019 | $430,000 | +18.8% | 13,183 | +17.4% | 0.05% | +2.2% |
| Q1 2019 | $362,000 | -0.8% | 11,233 | -10.5% | 0.05% | -17.9% |
| Q4 2018 | $365,000 | – | 12,549 | – | 0.06% | – |
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% |