SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,057,574 | -5.4% | 32,793 | -1.0% | 0.18% | -2.7% |
| Q2 2023 | $1,118,304 | +7.1% | 33,115 | +6.9% | 0.18% | 0.0% |
| Q1 2023 | $1,043,865 | +7.1% | 30,966 | 0.0% | 0.18% | +0.5% |
| Q4 2022 | $974,501 | +8.4% | 30,966 | -4.4% | 0.18% | -2.1% |
| Q3 2022 | $899,000 | -14.5% | 32,389 | -3.8% | 0.19% | -8.3% |
| Q2 2022 | $1,051,000 | -10.3% | 33,656 | +9.0% | 0.20% | +3.0% |
| Q1 2022 | $1,172,000 | -7.9% | 30,876 | -0.6% | 0.20% | -10.8% |
| Q4 2021 | $1,272,000 | -1.3% | 31,073 | +0.1% | 0.22% | -10.8% |
| Q3 2021 | $1,289,000 | -3.0% | 31,040 | -2.8% | 0.25% | -3.8% |
| Q2 2021 | $1,329,000 | +2.4% | 31,940 | -3.0% | 0.26% | -7.5% |
| Q1 2021 | $1,298,000 | +3.8% | 32,918 | -0.8% | 0.28% | -3.4% |
| Q4 2020 | $1,250,000 | +12.7% | 33,199 | -2.6% | 0.29% | -3.3% |
| Q3 2020 | $1,109,000 | +9.4% | 34,084 | -0.6% | 0.30% | +6.0% |
| Q2 2020 | $1,014,000 | +9.7% | 34,294 | -9.4% | 0.28% | -11.5% |
| Q1 2020 | $924,000 | -14.4% | 37,854 | +21.4% | 0.32% | +6.3% |
| Q4 2019 | $1,080,000 | +8.9% | 31,179 | -0.1% | 0.30% | 0.0% |
| Q3 2019 | $992,000 | +0.1% | 31,199 | +2.8% | 0.30% | +1.3% |
| Q2 2019 | $991,000 | +3.0% | 30,347 | +1.7% | 0.30% | -0.7% |
| Q1 2019 | $962,000 | +13.7% | 29,838 | +2.6% | 0.30% | -1.3% |
| Q4 2018 | $846,000 | -17.5% | 29,080 | +1.1% | 0.30% | -4.1% |
| Q3 2018 | $1,026,000 | -0.8% | 28,760 | +0.3% | 0.32% | -5.4% |
| Q2 2018 | $1,034,000 | -1.7% | 28,675 | -0.5% | 0.34% | -3.7% |
| Q1 2018 | $1,052,000 | -2.6% | 28,805 | -2.3% | 0.35% | -1.7% |
| Q4 2017 | $1,080,000 | +0.8% | 29,488 | -1.3% | 0.35% | -4.8% |
| Q3 2017 | $1,071,000 | +5.8% | 29,890 | -0.7% | 0.37% | -1.3% |
| Q2 2017 | $1,012,000 | +5.6% | 30,095 | -1.6% | 0.38% | -1.0% |
| Q1 2017 | $958,000 | +8.6% | 30,575 | +0.8% | 0.38% | -3.1% |
| Q4 2016 | $882,000 | -4.8% | 30,326 | +1.1% | 0.39% | -8.4% |
| Q3 2016 | $926,000 | +7.5% | 30,010 | +0.3% | 0.43% | +2.9% |
| Q2 2016 | $861,000 | +0.8% | 29,934 | +1.5% | 0.42% | -2.1% |
| Q1 2016 | $854,000 | -5.4% | 29,496 | -5.9% | 0.43% | -4.5% |
| Q4 2015 | $903,000 | -5.3% | 31,336 | -6.3% | 0.45% | -12.9% |
| Q3 2015 | $954,000 | -9.3% | 33,441 | -0.5% | 0.51% | -9.4% |
| Q2 2015 | $1,052,000 | +2.6% | 33,600 | -1.1% | 0.56% | -4.2% |
| Q1 2015 | $1,025,000 | +11.8% | 33,974 | +6.9% | 0.59% | +9.5% |
| Q4 2014 | $917,000 | – | 31,793 | – | 0.54% | – |
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% |