SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,944,804 | +0.6% | 184,335 | +5.3% | 0.88% | +0.9% |
| Q2 2023 | $5,909,480 | +2.5% | 174,992 | +2.3% | 0.88% | -4.6% |
| Q1 2023 | $5,767,950 | +7.5% | 171,105 | +0.4% | 0.92% | -2.2% |
| Q4 2022 | $5,363,967 | +19.4% | 170,447 | +5.3% | 0.94% | +7.6% |
| Q3 2022 | $4,493,000 | -7.9% | 161,893 | +3.6% | 0.87% | -8.7% |
| Q2 2022 | $4,881,000 | -14.0% | 156,280 | +4.6% | 0.96% | -8.9% |
| Q1 2022 | $5,675,000 | -7.2% | 149,450 | +0.1% | 1.05% | -8.1% |
| Q4 2021 | $6,114,000 | -0.8% | 149,365 | +0.6% | 1.14% | -8.1% |
| Q3 2021 | $6,163,000 | +1.6% | 148,423 | +1.7% | 1.24% | -0.6% |
| Q2 2021 | $6,068,000 | +6.6% | 145,873 | +1.0% | 1.25% | +0.1% |
| Q1 2021 | $5,693,000 | +9.8% | 144,413 | +4.8% | 1.25% | +5.7% |
| Q4 2020 | $5,187,000 | +16.3% | 137,756 | +0.5% | 1.18% | +8.7% |
| Q3 2020 | $4,459,000 | +8.2% | 137,067 | -1.6% | 1.09% | +2.2% |
| Q2 2020 | $4,120,000 | +43.6% | 139,325 | +18.4% | 1.06% | +28.0% |
| Q1 2020 | $2,870,000 | -1.5% | 117,634 | +39.9% | 0.83% | +21.1% |
| Q4 2019 | $2,913,000 | +28.4% | 84,063 | +17.8% | 0.69% | +17.4% |
| Q3 2019 | $2,269,000 | -5.3% | 71,364 | -2.8% | 0.58% | -3.3% |
| Q2 2019 | $2,395,000 | +73.3% | 73,391 | +71.2% | 0.60% | +67.1% |
| Q1 2019 | $1,382,000 | +16.6% | 42,863 | +5.3% | 0.36% | +12.8% |
| Q4 2018 | $1,185,000 | +104.3% | 40,709 | +150.2% | 0.32% | +111.2% |
| Q3 2018 | $580,000 | +7.6% | 16,270 | +8.8% | 0.15% | +2.7% |
| Q2 2018 | $539,000 | +4.7% | 14,953 | +6.0% | 0.15% | +3.5% |
| Q1 2018 | $515,000 | +46.3% | 14,106 | +47.0% | 0.14% | +41.6% |
| Q4 2017 | $352,000 | -1.1% | 9,596 | -3.5% | 0.10% | -6.5% |
| Q3 2017 | $356,000 | +3.5% | 9,946 | -2.8% | 0.11% | -2.7% |
| Q2 2017 | $344,000 | +28.4% | 10,232 | +19.6% | 0.11% | +26.1% |
| Q1 2017 | $268,000 | +16.5% | 8,552 | +8.3% | 0.09% | +11.4% |
| Q4 2016 | $230,000 | +4.5% | 7,897 | +10.9% | 0.08% | +5.3% |
| Q3 2016 | $220,000 | +7.3% | 7,122 | 0.0% | 0.08% | +5.6% |
| Q2 2016 | $205,000 | +1.0% | 7,122 | +1.6% | 0.07% | -2.7% |
| Q1 2016 | $203,000 | +28.5% | 7,011 | +27.7% | 0.07% | +28.1% |
| Q4 2015 | $158,000 | -20.2% | 5,491 | -20.9% | 0.06% | -24.0% |
| Q3 2015 | $198,000 | -13.2% | 6,941 | -4.8% | 0.08% | -12.8% |
| Q2 2015 | $228,000 | +3.6% | 7,291 | -0.3% | 0.09% | +2.4% |
| Q1 2015 | $220,000 | -28.3% | 7,311 | -31.2% | 0.08% | -31.7% |
| Q4 2014 | $307,000 | +5.5% | 10,626 | +14.6% | 0.12% | +0.8% |
| Q3 2014 | $291,000 | +10.2% | 9,276 | +20.6% | 0.12% | +10.9% |
| Q2 2014 | $264,000 | -13.2% | 7,692 | -16.4% | 0.11% | -21.4% |
| Q1 2014 | $304,000 | -1.9% | 9,202 | -5.0% | 0.14% | +64.7% |
| Q4 2013 | $310,000 | +167.2% | 9,682 | +157.5% | 0.08% | +21.4% |
| Q3 2013 | $116,000 | 0.0% | 3,760 | -12.1% | 0.07% | -9.1% |
| Q2 2013 | $116,000 | +11.5% | 4,280 | +15.5% | 0.08% | +2.7% |
| Q1 2013 | $104,000 | +14.3% | 3,705 | +10.4% | 0.08% | +4.2% |
| Q4 2012 | $91,000 | – | 3,355 | – | 0.07% | – |
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% |