SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,829 | -82.2% | 143 | -82.2% | 0.00% | -75.0% |
| Q1 2023 | $27,069 | -19.7% | 803 | -25.0% | 0.00% | 0.0% |
| Q4 2022 | $33,705 | +16.2% | 1,071 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $29,000 | -12.1% | 1,071 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $33,000 | -19.5% | 1,071 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $41,000 | -19.6% | 1,071 | -13.6% | 0.01% | -16.7% |
| Q4 2021 | $51,000 | 0.0% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $51,000 | -1.9% | 1,239 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $52,000 | +6.1% | 1,239 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $49,000 | +4.3% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $47,000 | +17.5% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +11.1% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $36,000 | +20.0% | 1,239 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $30,000 | -30.2% | 1,239 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $43,000 | -48.8% | 1,239 | -53.1% | 0.01% | -52.4% |
| Q3 2019 | $84,000 | +42.4% | 2,639 | +43.8% | 0.02% | +31.2% |
| Q2 2019 | $59,000 | 0.0% | 1,835 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $59,000 | +2850.0% | 1,835 | +2346.7% | 0.02% | +1500.0% |
| Q2 2016 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 75 | +25.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | +100.0% | 60 | +30.4% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | 0.0% | 46 | +35.3% | 0.00% | 0.0% |
| Q2 2015 | $1,000 | 0.0% | 34 | +54.5% | 0.00% | 0.0% |
| Q1 2015 | $1,000 | 0.0% | 22 | +4.8% | 0.00% | 0.0% |
| Q4 2014 | $1,000 | 0.0% | 21 | +23.5% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,000 | 0.0% | 17 | -52.8% | 0.00% | 0.0% |
| Q1 2014 | $1,000 | 0.0% | 36 | +125.0% | 0.00% | 0.0% |
| Q4 2013 | $1,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |