SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,888 | -99.8% | 1,888 | -99.8% | 0.02% | -99.8% |
| Q2 2023 | $27,853,361 | +12660518.6% | 824,796 | +11782700.0% | 8.68% | – |
| Q4 2022 | $220 | – | 7 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 7 | -99.8% | 0.00% | -100.0% |
| Q1 2022 | $147,000 | +2.1% | 3,860 | +9.4% | 0.02% | +9.1% |
| Q4 2021 | $144,000 | +35.8% | 3,529 | +38.3% | 0.02% | +22.2% |
| Q3 2021 | $106,000 | -99.6% | 2,551 | -99.6% | 0.02% | -99.6% |
| Q2 2021 | $25,729,000 | +48445.3% | 618,483 | +46159.0% | 4.71% | +42745.5% |
| Q1 2021 | $53,000 | -99.7% | 1,337 | -99.8% | 0.01% | -99.8% |
| Q4 2020 | $20,566,000 | +39450.0% | 546,235 | +37806.7% | 4.45% | +20131.8% |
| Q2 2018 | $52,000 | -98.6% | 1,441 | -98.6% | 0.02% | -98.7% |
| Q1 2018 | $3,815,000 | -68.7% | 104,497 | -68.5% | 1.71% | -71.2% |
| Q4 2017 | $12,170,000 | +9.0% | 332,248 | +6.5% | 5.94% | +4.2% |
| Q3 2017 | $11,170,000 | – | 311,833 | +15591550.0% | 5.70% | – |
| Q2 2017 | $0 | -100.0% | 2 | -97.3% | 0.00% | -100.0% |
| Q1 2017 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 75 | +2.7% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | -33.3% | 73 | -22.3% | 0.00% | -50.0% |
| Q2 2016 | $3,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | -25.0% | 94 | -26.0% | 0.00% | -33.3% |
| Q3 2015 | $4,000 | 0.0% | 127 | -3.1% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 131 | -9.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | -94.9% | 144 | -94.3% | 0.00% | -95.0% |
| Q3 2014 | $79,000 | -9.2% | 2,529 | 0.0% | 0.06% | -9.1% |
| Q2 2014 | $87,000 | +4.8% | 2,529 | 0.0% | 0.07% | -2.9% |
| Q1 2014 | $83,000 | +3.8% | 2,529 | +1.5% | 0.07% | +4.6% |
| Q4 2013 | $80,000 | – | 2,492 | – | 0.06% | – |
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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% |