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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,271,141 | -89.1% | 318,485 | -88.5% | 0.00% | -90.6% |
| Q2 2023 | $93,856,049 | +616.3% | 2,779,273 | +615.0% | 0.03% | +540.0% |
| Q1 2023 | $13,103,010 | -42.3% | 388,698 | -46.1% | 0.01% | -50.0% |
| Q4 2022 | $22,690,468 | -59.9% | 721,019 | -64.7% | 0.01% | -60.0% |
| Q3 2022 | $56,613,000 | +1141.8% | 2,040,114 | +1297.5% | 0.02% | +1150.0% |
| Q2 2022 | $4,559,000 | -83.8% | 145,985 | -80.3% | 0.00% | -77.8% |
| Q1 2022 | $28,087,000 | +204.9% | 739,705 | +233.4% | 0.01% | +200.0% |
| Q3 2021 | $9,212,000 | +47.2% | 221,875 | +47.5% | 0.00% | +50.0% |
| Q2 2021 | $6,258,000 | +665.0% | 150,422 | +497.8% | 0.00% | – |
| Q3 2020 | $818,000 | -84.4% | 25,161 | -84.7% | 0.00% | -100.0% |
| Q3 2019 | $5,230,000 | +1402.9% | 164,481 | +1441.2% | 0.01% | +800.0% |
| Q2 2019 | $348,000 | -74.6% | 10,672 | -74.9% | 0.00% | -50.0% |
| Q1 2019 | $1,371,000 | -81.6% | 42,497 | -79.7% | 0.00% | -86.7% |
| Q3 2018 | $7,451,000 | +135.5% | 208,957 | +141.1% | 0.02% | +87.5% |
| Q1 2018 | $3,164,000 | -89.4% | 86,653 | -89.3% | 0.01% | -90.6% |
| Q4 2017 | $29,712,000 | +274.8% | 811,125 | +266.5% | 0.08% | +226.9% |
| Q3 2017 | $7,927,000 | -7.7% | 221,287 | -13.3% | 0.03% | -13.3% |
| Q2 2017 | $8,588,000 | -52.8% | 255,376 | -56.0% | 0.03% | -63.0% |
| Q1 2017 | $18,176,000 | +868.4% | 580,162 | +799.3% | 0.08% | +912.5% |
| Q4 2016 | $1,877,000 | -78.9% | 64,510 | -77.6% | 0.01% | -81.4% |
| Q3 2016 | $8,905,000 | -36.3% | 288,383 | -40.6% | 0.04% | -37.7% |
| Q2 2016 | $13,988,000 | +675.0% | 485,772 | +675.8% | 0.07% | +527.3% |
| Q4 2015 | $1,805,000 | -62.7% | 62,618 | -63.1% | 0.01% | -63.3% |
| Q3 2015 | $4,842,000 | +936.8% | 169,651 | +1036.6% | 0.03% | +900.0% |
| Q2 2015 | $467,000 | -63.2% | 14,926 | -64.5% | 0.00% | -70.0% |
| Q1 2015 | $1,270,000 | +153.5% | 42,096 | +142.3% | 0.01% | +150.0% |
| Q4 2014 | $501,000 | -86.3% | 17,375 | -85.1% | 0.00% | -89.2% |
| Q3 2014 | $3,655,000 | – | 116,609 | – | 0.04% | – |
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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% |