SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,784,000 | -12.8% | 208,421 | -1.9% | 0.73% | -13.8% |
| Q2 2022 | $6,635,000 | -18.4% | 212,455 | -0.8% | 0.85% | -18.5% |
| Q1 2022 | $8,134,000 | -10.5% | 214,216 | -3.5% | 1.04% | -5.5% |
| Q4 2021 | $9,084,000 | -1.7% | 221,940 | -0.3% | 1.10% | -4.1% |
| Q3 2021 | $9,245,000 | -7.6% | 222,674 | -5.2% | 1.15% | -1.6% |
| Q2 2021 | $10,008,000 | +2.7% | 234,976 | -4.9% | 1.17% | -1.4% |
| Q1 2021 | $9,745,000 | +8.2% | 247,200 | +3.3% | 1.18% | +0.2% |
| Q4 2020 | $9,009,000 | +12.1% | 239,283 | -3.1% | 1.18% | +5.8% |
| Q3 2020 | $8,033,000 | +7.0% | 246,954 | -2.7% | 1.12% | +4.1% |
| Q2 2020 | $7,506,000 | +193.1% | 253,849 | +141.9% | 1.07% | +157.7% |
| Q1 2020 | $2,561,000 | -16.7% | 104,949 | +18.3% | 0.42% | +1.2% |
| Q4 2019 | $3,075,000 | +9.1% | 88,738 | +0.1% | 0.41% | +1.5% |
| Q3 2019 | $2,818,000 | -27.3% | 88,624 | -25.4% | 0.40% | -25.3% |
| Q2 2019 | $3,878,000 | +22.5% | 118,807 | +21.0% | 0.54% | +21.5% |
| Q1 2019 | $3,165,000 | -0.5% | 98,149 | -10.2% | 0.45% | -8.4% |
| Q4 2018 | $3,180,000 | +2506.6% | 109,274 | +3157.0% | 0.49% | +2764.7% |
| Q1 2018 | $122,000 | -41.6% | 3,355 | -50.3% | 0.02% | -45.2% |
| Q3 2016 | $209,000 | -74.6% | 6,757 | -76.4% | 0.03% | -75.4% |
| Q2 2016 | $824,000 | +28.5% | 28,615 | +29.2% | 0.13% | +26.0% |
| Q1 2016 | $641,000 | +175.1% | 22,148 | +173.9% | 0.10% | +170.3% |
| Q4 2015 | $233,000 | – | 8,086 | – | 0.04% | – |
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% |