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 | $5,735,565 | +15.1% | 177,847 | +20.5% | 0.26% | +13.3% |
| Q2 2023 | $4,984,148 | -0.9% | 147,591 | -1.1% | 0.22% | -8.9% |
| Q1 2023 | $5,030,577 | -0.1% | 149,231 | -6.7% | 0.25% | -7.8% |
| Q4 2022 | $5,034,350 | +11.2% | 159,973 | -2.0% | 0.27% | +0.4% |
| Q3 2022 | $4,529,000 | -5.0% | 163,240 | +6.9% | 0.27% | -5.7% |
| Q2 2022 | $4,766,000 | +0.9% | 152,641 | +22.7% | 0.28% | +13.2% |
| Q1 2022 | $4,722,000 | +1.6% | 124,383 | +9.5% | 0.25% | -29.0% |
| Q4 2021 | $4,649,000 | -0.8% | 113,588 | +0.6% | 0.35% | -9.0% |
| Q3 2021 | $4,686,000 | -9.8% | 112,882 | -9.6% | 0.39% | -16.1% |
| Q2 2021 | $5,193,000 | +5.0% | 124,832 | -0.5% | 0.46% | -15.7% |
| Q1 2021 | $4,947,000 | -1.0% | 125,520 | -5.4% | 0.55% | -9.0% |
| Q4 2020 | $4,997,000 | +12.2% | 132,724 | -3.1% | 0.60% | -1.0% |
| Q3 2020 | $4,455,000 | +9.0% | 136,947 | -0.9% | 0.61% | +3.6% |
| Q2 2020 | $4,087,000 | +440.6% | 138,230 | +346.0% | 0.59% | +357.8% |
| Q1 2020 | $756,000 | -24.3% | 30,994 | +1.3% | 0.13% | -24.7% |
| Q2 2019 | $999,000 | -12.0% | 30,596 | -13.1% | 0.17% | -15.8% |
| Q1 2019 | $1,135,000 | -18.1% | 35,208 | -26.0% | 0.20% | -28.1% |
| Q4 2018 | $1,385,000 | -12.9% | 47,581 | +6.7% | 0.28% | -2.4% |
| Q3 2018 | $1,590,000 | +4.0% | 44,592 | +5.2% | 0.29% | -0.7% |
| Q2 2018 | $1,529,000 | +9.3% | 42,395 | +10.6% | 0.29% | +5.5% |
| Q1 2018 | $1,399,000 | +2.3% | 38,331 | +2.6% | 0.28% | +0.4% |
| Q4 2017 | $1,368,000 | -8.5% | 37,355 | -10.5% | 0.27% | -11.9% |
| Q3 2017 | $1,495,000 | +5.7% | 41,728 | -0.8% | 0.31% | -25.1% |
| Q2 2017 | $1,414,000 | +9.0% | 42,056 | +1.6% | 0.42% | +3.0% |
| Q1 2017 | $1,297,000 | +12.3% | 41,408 | +4.4% | 0.40% | +9.8% |
| Q4 2016 | $1,155,000 | -4.5% | 39,681 | +1.4% | 0.37% | -6.9% |
| Q3 2016 | $1,209,000 | +20.4% | 39,137 | +12.2% | 0.39% | +12.6% |
| Q2 2016 | $1,004,000 | +9.6% | 34,871 | +10.2% | 0.35% | +872.2% |
| Q1 2016 | $916,000 | +11.3% | 31,644 | +10.9% | 0.04% | -87.1% |
| Q4 2015 | $823,000 | +4.6% | 28,536 | +3.5% | 0.28% | -2.4% |
| Q3 2015 | $787,000 | -9.3% | 27,584 | -0.5% | 0.29% | +14.9% |
| Q2 2015 | $868,000 | +13.6% | 27,718 | +9.5% | 0.25% | +8.3% |
| Q1 2015 | $764,000 | +30.2% | 25,315 | +24.4% | 0.23% | +4.5% |
| Q4 2014 | $587,000 | +6.1% | 20,347 | +15.2% | 0.22% | +11.1% |
| Q3 2014 | $553,000 | -4.0% | 17,660 | +5.0% | 0.20% | -14.7% |
| Q2 2014 | $576,000 | +3.6% | 16,819 | -0.1% | 0.23% | +10.0% |
| Q1 2014 | $556,000 | – | 16,840 | – | 0.21% | – |
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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% |