SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,021,731 | -1.2% | 155,713 | +3.5% | 1.33% | +2.4% |
| Q2 2023 | $5,081,122 | +0.4% | 150,463 | +0.3% | 1.30% | -4.1% |
| Q1 2023 | $5,059,447 | +7.5% | 150,087 | +0.3% | 1.35% | +1.4% |
| Q4 2022 | $4,708,071 | +11.7% | 149,605 | -1.5% | 1.33% | +5.4% |
| Q3 2022 | $4,214,000 | -11.9% | 151,870 | -0.8% | 1.26% | -7.1% |
| Q2 2022 | $4,782,000 | -11.5% | 153,107 | +7.6% | 1.36% | +1.8% |
| Q1 2022 | $5,401,000 | -3.9% | 142,234 | +3.5% | 1.34% | +0.4% |
| Q4 2021 | $5,622,000 | +3.6% | 137,367 | +5.1% | 1.33% | -2.0% |
| Q3 2021 | $5,425,000 | +2.1% | 130,663 | +2.3% | 1.36% | +1.8% |
| Q2 2021 | $5,312,000 | +5.9% | 127,703 | +0.4% | 1.34% | -2.1% |
| Q1 2021 | $5,016,000 | +3.3% | 127,235 | -1.3% | 1.36% | -1.5% |
| Q4 2020 | $4,855,000 | +16.3% | 128,940 | +0.5% | 1.38% | +3.1% |
| Q3 2020 | $4,173,000 | +9.1% | 128,275 | -0.8% | 1.34% | +2.1% |
| Q2 2020 | $3,825,000 | +27.7% | 129,363 | +5.4% | 1.32% | +8.9% |
| Q1 2020 | $2,996,000 | +4.3% | 122,774 | +48.1% | 1.21% | +1.3% |
| Q4 2019 | $2,873,000 | +9.7% | 82,927 | +0.7% | 1.19% | +1.7% |
| Q3 2019 | $2,618,000 | +0.3% | 82,329 | +3.0% | 1.17% | 0.0% |
| Q2 2019 | $2,609,000 | +2.6% | 79,930 | +1.3% | 1.17% | -0.4% |
| Q1 2019 | $2,544,000 | +32.6% | 78,888 | +19.6% | 1.18% | +9.6% |
| Q4 2018 | $1,919,000 | -25.2% | 65,950 | -8.4% | 1.07% | -15.0% |
| Q3 2018 | $2,567,000 | +12.4% | 71,991 | +13.7% | 1.26% | +5.2% |
| Q2 2018 | $2,283,000 | +2.7% | 63,293 | +3.9% | 1.20% | +1.3% |
| Q1 2018 | $2,224,000 | +21.9% | 60,924 | +22.3% | 1.19% | +23.9% |
| Q4 2017 | $1,824,000 | +4.8% | 49,802 | +2.5% | 0.96% | -0.2% |
| Q3 2017 | $1,741,000 | +3.8% | 48,607 | -2.6% | 0.96% | +0.2% |
| Q2 2017 | $1,678,000 | +14.5% | 49,903 | +6.7% | 0.96% | +8.3% |
| Q1 2017 | $1,465,000 | +9.7% | 46,774 | +1.9% | 0.88% | +1.4% |
| Q4 2016 | $1,336,000 | +5.1% | 45,901 | +11.5% | 0.87% | +3.8% |
| Q3 2016 | $1,271,000 | +16.3% | 41,163 | +8.5% | 0.84% | +9.4% |
| Q2 2016 | $1,093,000 | +11.4% | 37,945 | +11.6% | 0.77% | +4.3% |
| Q4 2014 | $981,000 | – | 33,988 | – | 0.74% | – |
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% |