SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47,991 | +26.3% | 1,525 | +11.5% | 0.00% | +33.3% |
| Q3 2022 | $38,000 | -9.5% | 1,368 | +0.2% | 0.00% | -25.0% |
| Q2 2022 | $42,000 | -19.2% | 1,365 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -11.9% | 1,361 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $59,000 | +9.3% | 1,445 | +11.7% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | +17.4% | 1,294 | +17.4% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +15.0% | 1,102 | +8.3% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | -52.9% | 1,018 | -53.8% | 0.00% | 0.0% |
| Q4 2020 | $85,000 | +174.2% | 2,202 | +129.1% | 0.00% | +33.3% |
| Q3 2020 | $31,000 | +6.9% | 961 | -1.3% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 974 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -11.1% | 971 | +26.3% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | -97.8% | 769 | -98.0% | 0.00% | -98.0% |
| Q3 2019 | $1,246,000 | -4.5% | 39,194 | -1.9% | 0.15% | -3.2% |
| Q2 2019 | $1,305,000 | -41.8% | 39,968 | -42.5% | 0.16% | -40.4% |
| Q1 2019 | $2,243,000 | +3.3% | 69,557 | -6.8% | 0.26% | -7.5% |
| Q4 2018 | $2,171,000 | -52.1% | 74,607 | -41.3% | 0.28% | -47.7% |
| Q3 2018 | $4,531,000 | -4.5% | 127,049 | -3.4% | 0.54% | -8.7% |
| Q2 2018 | $4,746,000 | -5.2% | 131,568 | -4.1% | 0.59% | -5.8% |
| Q1 2018 | $5,008,000 | +151.5% | 137,172 | +152.3% | 0.62% | +162.2% |
| Q4 2017 | $1,991,000 | +4.6% | 54,359 | +2.3% | 0.24% | +0.8% |
| Q3 2017 | $1,903,000 | +35.1% | 53,139 | +26.9% | 0.24% | +31.1% |
| Q2 2017 | $1,409,000 | +10.7% | 41,886 | +3.1% | 0.18% | +9.1% |
| Q1 2017 | $1,273,000 | +2094.8% | 40,631 | +1938.7% | 0.16% | +1733.3% |
| Q4 2016 | $58,000 | -4.9% | 1,993 | +1.2% | 0.01% | 0.0% |
| Q3 2016 | $61,000 | +1.7% | 1,970 | -5.8% | 0.01% | 0.0% |
| Q2 2016 | $60,000 | -1.6% | 2,092 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $61,000 | – | 2,092 | – | 0.01% | – |
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% |