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 | $987,043 | -5.8% | 30,606 | -1.3% | 0.07% | -1.5% |
| Q2 2023 | $1,047,444 | -9.3% | 31,017 | -9.5% | 0.07% | -13.9% |
| Q1 2023 | $1,155,039 | -3.8% | 34,264 | -10.2% | 0.08% | -13.2% |
| Q4 2022 | $1,201,084 | +8.9% | 38,166 | -4.0% | 0.09% | 0.0% |
| Q3 2022 | $1,103,000 | -13.1% | 39,765 | -2.2% | 0.09% | -28.9% |
| Q2 2022 | $1,270,000 | -23.8% | 40,668 | -7.4% | 0.13% | -11.1% |
| Q1 2022 | $1,667,000 | -18.6% | 43,926 | -12.2% | 0.14% | -14.8% |
| Q4 2021 | $2,048,000 | -13.8% | 50,055 | -12.5% | 0.17% | -13.8% |
| Q3 2021 | $2,375,000 | -41.3% | 57,202 | -41.2% | 0.20% | -51.8% |
| Q2 2021 | $4,045,000 | -5.9% | 97,245 | -10.8% | 0.41% | -11.3% |
| Q1 2021 | $4,297,000 | +11.3% | 109,018 | +6.3% | 0.46% | -3.6% |
| Q4 2020 | $3,861,000 | +17.2% | 102,561 | +1.3% | 0.48% | +1.3% |
| Q3 2020 | $3,294,000 | +7.9% | 101,272 | -2.0% | 0.47% | -1.7% |
| Q2 2020 | $3,054,000 | +32.5% | 103,292 | +9.3% | 0.48% | +5.3% |
| Q1 2020 | $2,305,000 | -14.2% | 94,493 | +21.9% | 0.45% | +5.6% |
| Q4 2019 | $2,685,000 | +5.3% | 77,516 | -3.3% | 0.43% | -3.8% |
| Q3 2019 | $2,549,000 | +4.0% | 80,174 | +6.8% | 0.45% | +1.6% |
| Q2 2019 | $2,451,000 | +2.0% | 75,102 | +0.8% | 0.44% | -13.7% |
| Q1 2019 | $2,403,000 | +13.9% | 74,528 | +2.8% | 0.51% | +0.2% |
| Q4 2018 | $2,110,000 | -14.9% | 72,514 | +4.4% | 0.51% | -3.8% |
| Q3 2018 | $2,478,000 | +3.0% | 69,491 | +4.2% | 0.53% | -2.4% |
| Q2 2018 | $2,406,000 | +4.1% | 66,696 | +5.4% | 0.54% | +1.5% |
| Q1 2018 | $2,311,000 | -1.2% | 63,303 | -0.8% | 0.53% | +2.1% |
| Q4 2017 | $2,338,000 | +2.0% | 63,825 | -0.3% | 0.52% | -30.6% |
| Q3 2017 | $2,293,000 | +11.3% | 64,007 | -0.3% | 0.75% | -10.3% |
| Q2 2017 | $2,060,000 | +3.9% | 64,223 | +1.5% | 0.84% | +27.0% |
| Q1 2017 | $1,983,000 | +16.2% | 63,293 | +7.9% | 0.66% | +3.9% |
| Q4 2016 | $1,706,000 | +1.5% | 58,632 | +7.7% | 0.64% | -3.2% |
| Q3 2016 | $1,680,000 | -46.7% | 54,416 | -50.1% | 0.66% | -3.5% |
| Q2 2016 | $3,150,000 | +99.0% | 109,101 | +99.5% | 0.68% | -2.6% |
| Q1 2016 | $1,583,000 | +4.9% | 54,688 | +4.5% | 0.70% | -15.2% |
| Q4 2015 | $1,509,000 | -4.6% | 52,353 | -5.6% | 0.82% | -11.0% |
| Q3 2015 | $1,582,000 | -1.5% | 55,432 | +8.0% | 0.93% | -26.0% |
| Q2 2015 | $1,606,000 | +157.0% | 51,325 | +147.9% | 1.25% | +159.4% |
| Q1 2015 | $625,000 | -1.7% | 20,708 | -6.1% | 0.48% | -4.5% |
| Q4 2014 | $636,000 | -5.2% | 22,045 | +3.0% | 0.51% | -11.4% |
| Q3 2014 | $671,000 | -8.8% | 21,408 | -0.3% | 0.57% | -7.6% |
| Q2 2014 | $736,000 | +6.2% | 21,469 | +2.3% | 0.62% | +6.7% |
| Q1 2014 | $693,000 | +4.4% | 20,982 | +0.9% | 0.58% | -8.1% |
| Q4 2013 | $664,000 | – | 20,789 | – | 0.63% | – |
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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% |