SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $417,000 | -1.7% | 10,200 | 0.0% | 0.07% | -7.5% |
| Q3 2021 | $424,000 | 0.0% | 10,200 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $424,000 | +5.5% | 10,200 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $402,000 | -82.2% | 10,200 | -85.3% | 0.08% | -86.5% |
| Q2 2019 | $2,258,000 | -1.3% | 69,180 | -2.5% | 0.59% | -4.7% |
| Q1 2019 | $2,287,000 | +8.5% | 70,930 | -2.0% | 0.62% | -1.4% |
| Q4 2018 | $2,107,000 | -24.8% | 72,390 | -7.9% | 0.63% | -13.8% |
| Q3 2018 | $2,803,000 | -1.1% | 78,590 | 0.0% | 0.73% | -6.5% |
| Q2 2018 | $2,835,000 | -0.3% | 78,590 | +0.9% | 0.78% | -2.6% |
| Q1 2018 | $2,844,000 | +102.6% | 77,890 | +103.2% | 0.80% | +3.7% |
| Q4 2017 | $1,404,000 | -24.8% | 38,340 | -26.5% | 0.78% | +43.3% |
| Q3 2017 | $1,867,000 | +502.3% | 52,130 | +465.7% | 0.54% | +190.9% |
| Q2 2017 | $310,000 | – | 9,215 | – | 0.19% | – |
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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% |