SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $272,000 | -6.5% | 7,166 | +0.8% | 0.03% | -8.8% |
| Q4 2021 | $291,000 | -1.4% | 7,106 | 0.0% | 0.03% | -12.8% |
| Q3 2021 | $295,000 | -1.7% | 7,106 | -1.4% | 0.04% | -7.1% |
| Q2 2021 | $300,000 | +5.3% | 7,206 | -0.3% | 0.04% | -2.3% |
| Q1 2021 | $285,000 | +4.8% | 7,231 | -0.1% | 0.04% | -6.5% |
| Q4 2020 | $272,000 | +5.8% | 7,236 | -8.5% | 0.05% | -8.0% |
| Q3 2020 | $257,000 | +8.4% | 7,911 | -1.2% | 0.05% | -2.0% |
| Q2 2020 | $237,000 | -4.0% | 8,011 | +12.5% | 0.05% | -1.9% |
| Q4 2019 | $247,000 | +18.8% | 7,123 | +8.7% | 0.05% | +6.1% |
| Q3 2019 | $208,000 | -2.8% | 6,550 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $214,000 | +1.9% | 6,550 | +0.5% | 0.05% | -3.7% |
| Q1 2019 | $210,000 | -48.5% | 6,520 | -42.6% | 0.05% | -3.6% |
| Q3 2018 | $408,000 | +99.0% | 11,360 | +100.0% | 0.06% | -3.4% |
| Q2 2018 | $205,000 | – | 5,680 | – | 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% |