SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $733,191 | -3.1% | 22,735 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $756,333 | +4.2% | 22,397 | +4.0% | 0.01% | -18.8% |
| Q1 2023 | $725,966 | -16.6% | 21,536 | -22.1% | 0.02% | -23.8% |
| Q4 2022 | $870,521 | -16.7% | 27,662 | -26.6% | 0.02% | -36.4% |
| Q3 2022 | $1,045,000 | -89.2% | 37,673 | -87.8% | 0.03% | -87.9% |
| Q2 2022 | $9,660,000 | -23.3% | 309,311 | -6.7% | 0.27% | -13.3% |
| Q1 2022 | $12,594,000 | -7.2% | 331,689 | +0.0% | 0.32% | -14.9% |
| Q4 2021 | $13,574,000 | +150.5% | 331,629 | +154.2% | 0.37% | -32.8% |
| Q3 2021 | $5,418,000 | -60.2% | 130,484 | -60.1% | 0.55% | +11.1% |
| Q2 2021 | $13,601,000 | +7.9% | 326,946 | +2.3% | 0.50% | -6.1% |
| Q1 2021 | $12,604,000 | -12.0% | 319,737 | -15.9% | 0.53% | -19.3% |
| Q4 2020 | $14,315,000 | +14.4% | 380,202 | -1.1% | 0.65% | -0.9% |
| Q3 2020 | $12,508,000 | +7.4% | 384,514 | -2.4% | 0.66% | -4.2% |
| Q2 2020 | $11,644,000 | +25.4% | 393,794 | +3.5% | 0.69% | +0.4% |
| Q1 2020 | $9,287,000 | -27.0% | 380,601 | +3.7% | 0.69% | -15.1% |
| Q4 2019 | $12,720,000 | +17.2% | 367,095 | +7.5% | 0.81% | +2.8% |
| Q3 2019 | $10,855,000 | -65.5% | 341,361 | -64.6% | 0.79% | -66.4% |
| Q2 2019 | $31,463,000 | +4.9% | 963,953 | +3.7% | 2.34% | -5.0% |
| Q1 2019 | $29,982,000 | +53.3% | 929,685 | +38.3% | 2.46% | +8.8% |
| Q4 2018 | $19,555,000 | +236.9% | 671,992 | +312.8% | 2.26% | +292.0% |
| Q3 2018 | $5,804,000 | +4.1% | 162,773 | +5.3% | 0.58% | -2.9% |
| Q2 2018 | $5,574,000 | +55.8% | 154,532 | +57.7% | 0.59% | +58.0% |
| Q1 2018 | $3,577,000 | +2.7% | 97,966 | +3.0% | 0.38% | +2.5% |
| Q4 2017 | $3,483,000 | +37.6% | 95,098 | +34.5% | 0.37% | +22.3% |
| Q3 2017 | $2,532,000 | +5.7% | 70,683 | -0.8% | 0.30% | +1.0% |
| Q2 2017 | $2,396,000 | +22.9% | 71,253 | +14.5% | 0.30% | +19.8% |
| Q1 2017 | $1,950,000 | -12.0% | 62,245 | -18.2% | 0.25% | -21.8% |
| Q4 2016 | $2,215,000 | -0.5% | 76,122 | +5.5% | 0.32% | -23.6% |
| Q3 2016 | $2,227,000 | +304.2% | 72,128 | +277.0% | 0.42% | +169.5% |
| Q2 2016 | $551,000 | -13.9% | 19,131 | -13.5% | 0.15% | -25.6% |
| Q1 2016 | $640,000 | +11.9% | 22,123 | +11.6% | 0.21% | -10.4% |
| Q4 2015 | $572,000 | +10.6% | 19,830 | +9.4% | 0.23% | +2.7% |
| Q3 2015 | $517,000 | +13.4% | 18,121 | +24.3% | 0.22% | +16.6% |
| Q2 2015 | $456,000 | – | 14,573 | – | 0.19% | – |
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% |