SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,426,273 | -50.7% | 106,241 | -48.4% | 0.14% | +1.5% |
| Q2 2023 | $6,949,462 | +109.2% | 205,788 | +108.9% | 0.14% | -27.5% |
| Q1 2023 | $3,321,177 | +30.2% | 98,522 | +21.5% | 0.19% | +139.2% |
| Q4 2022 | $2,551,430 | +30.9% | 81,075 | +15.4% | 0.08% | -53.0% |
| Q3 2022 | $1,949,000 | -2.5% | 70,250 | +9.8% | 0.17% | +0.6% |
| Q2 2022 | $1,998,000 | -24.5% | 63,987 | -8.1% | 0.17% | -10.7% |
| Q1 2022 | $2,645,000 | +2.2% | 69,660 | +10.2% | 0.19% | +1.1% |
| Q4 2021 | $2,587,000 | +11.9% | 63,194 | +13.5% | 0.18% | -8.0% |
| Q3 2021 | $2,311,000 | +6.9% | 55,656 | +7.1% | 0.20% | +4.7% |
| Q2 2021 | $2,162,000 | +23.4% | 51,961 | +16.9% | 0.19% | +7.3% |
| Q1 2021 | $1,752,000 | +27.4% | 44,444 | +21.7% | 0.18% | +11.9% |
| Q4 2020 | $1,375,000 | +26.8% | 36,527 | +9.7% | 0.16% | +5.3% |
| Q3 2020 | $1,084,000 | +16.3% | 33,308 | +5.7% | 0.15% | +2.7% |
| Q2 2020 | $932,000 | +18.3% | 31,508 | +3.4% | 0.15% | +0.7% |
| Q1 2020 | $788,000 | -30.9% | 30,482 | -7.8% | 0.15% | -36.9% |
| Q4 2019 | $1,140,000 | +1051.5% | 33,055 | +1122.0% | 0.23% | +547.2% |
| Q1 2018 | $99,000 | +17.9% | 2,705 | +17.6% | 0.04% | +16.1% |
| Q4 2017 | $84,000 | +6.3% | 2,300 | +4.1% | 0.03% | +19.2% |
| Q3 2017 | $79,000 | +8.2% | 2,210 | +2.1% | 0.03% | +62.5% |
| Q2 2017 | $73,000 | +10.6% | 2,165 | +2.0% | 0.02% | +14.3% |
| Q1 2017 | $66,000 | +1.5% | 2,122 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $65,000 | +4.8% | 2,122 | +6.5% | 0.01% | -12.5% |
| Q3 2016 | $62,000 | -41.5% | 1,992 | -46.1% | 0.02% | -42.9% |
| Q2 2016 | $106,000 | +1.0% | 3,696 | -0.2% | 0.03% | -15.2% |
| Q1 2016 | $105,000 | -94.6% | 3,702 | -94.7% | 0.03% | -80.4% |
| Q3 2011 | $1,949,000 | – | 70,250 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |