SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $293,000 | +21.1% | 10,575 | +36.5% | 0.02% | +28.6% |
| Q2 2022 | $242,000 | -18.8% | 7,747 | -1.3% | 0.01% | -6.7% |
| Q1 2022 | $298,000 | -7.2% | 7,847 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $321,000 | +43.9% | 7,847 | +21.9% | 0.02% | -59.0% |
| Q4 2019 | $223,000 | +8.8% | 6,437 | 0.0% | 0.04% | -11.4% |
| Q3 2019 | $205,000 | -14.2% | 6,437 | -12.1% | 0.04% | -21.4% |
| Q2 2019 | $239,000 | +1.3% | 7,320 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $236,000 | – | 7,320 | – | 0.06% | – |
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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% |