SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $42,570 | +23.6% | 1,320 | +29.4% | 0.00% | +33.3% |
Q2 2023 | $34,446 | +0.2% | 1,020 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $34,385 | +7.1% | 1,020 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $32,099 | -44.7% | 1,020 | -51.4% | 0.00% | -50.0% |
Q3 2022 | $58,000 | +93.3% | 2,099 | +120.0% | 0.01% | +100.0% |
Q2 2022 | $30,000 | -16.7% | 954 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $36,000 | +500.0% | 954 | +527.6% | 0.00% | +200.0% |
Q3 2021 | $6,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | – | 152 | +1166.7% | 0.00% | – |
Q4 2019 | $0 | – | 12 | +33.3% | 0.00% | – |
Q3 2019 | $0 | – | 9 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 9 | +12.5% | 0.00% | – |
Q1 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 8 | +33.3% | 0.00% | – |
Q3 2018 | $0 | – | 6 | 0.0% | 0.00% | – |
Q2 2018 | $0 | – | 6 | +100.0% | 0.00% | – |
Q4 2017 | $0 | – | 3 | +50.0% | 0.00% | – |
Q3 2017 | $0 | – | 2 | – | 0.00% | – |
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% |