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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $249,000 | +11.7% | 6,628 | -3.2% | 0.03% | -11.8% |
| Q3 2020 | $223,000 | -7.9% | 6,848 | -2.1% | 0.03% | -2.9% |
| Q4 2019 | $242,000 | +5.2% | 6,995 | -3.3% | 0.04% | -2.8% |
| Q3 2019 | $230,000 | -2.1% | 7,231 | +0.3% | 0.04% | -5.3% |
| Q2 2019 | $235,000 | -5.2% | 7,212 | -6.3% | 0.04% | -11.6% |
| Q1 2019 | $248,000 | -3.5% | 7,698 | -12.7% | 0.04% | -6.5% |
| Q4 2018 | $257,000 | -22.8% | 8,818 | -15.3% | 0.05% | -17.9% |
| Q3 2018 | $333,000 | – | 10,415 | – | 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% |