SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,129,685 | -16.2% | 97,045 | -12.2% | 0.02% | 0.0% |
| Q2 2023 | $3,733,903 | +526.5% | 110,581 | +525.1% | 0.02% | +1400.0% |
| Q1 2023 | $595,964 | +20.2% | 17,691 | +12.2% | 0.00% | -66.7% |
| Q4 2022 | $496,011 | -38.5% | 15,767 | -45.8% | 0.00% | -70.0% |
| Q3 2022 | $807,000 | -22.6% | 29,103 | -14.0% | 0.01% | -16.7% |
| Q2 2022 | $1,043,000 | -52.0% | 33,844 | -40.9% | 0.01% | -64.7% |
| Q1 2022 | $2,173,000 | -69.1% | 57,289 | -66.7% | 0.03% | -68.2% |
| Q4 2021 | $7,031,000 | +557.1% | 171,880 | +566.9% | 0.11% | +345.8% |
| Q3 2021 | $1,070,000 | -1.6% | 25,773 | -1.3% | 0.02% | 0.0% |
| Q2 2021 | $1,087,000 | +1.8% | 26,125 | -3.5% | 0.02% | -4.0% |
| Q1 2021 | $1,068,000 | +3.0% | 27,083 | -1.7% | 0.02% | -24.2% |
| Q4 2020 | $1,037,000 | +309.9% | 27,547 | +254.3% | 0.03% | +230.0% |
| Q3 2020 | $253,000 | +12.9% | 7,776 | +20.5% | 0.01% | -9.1% |
| Q4 2019 | $224,000 | -18.2% | 6,455 | -25.0% | 0.01% | -31.2% |
| Q3 2019 | $274,000 | -50.2% | 8,606 | -49.0% | 0.02% | -54.3% |
| Q2 2019 | $550,000 | – | 16,870 | – | 0.04% | – |
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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% |