SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,799,262 | -5.1% | 148,814 | -0.6% | 2.12% | -1.2% |
| Q2 2023 | $5,056,967 | -1.0% | 149,747 | -1.2% | 2.14% | +20.2% |
| Q1 2023 | $5,109,428 | +9.0% | 151,570 | +1.8% | 1.78% | +9.0% |
| Q4 2022 | $4,687,208 | +10.8% | 148,942 | -2.3% | 1.64% | -8.3% |
| Q3 2022 | $4,232,000 | -11.3% | 152,498 | -0.1% | 1.78% | -20.1% |
| Q2 2022 | $4,769,000 | -17.2% | 152,701 | +0.6% | 2.24% | +1.0% |
| Q1 2022 | $5,762,000 | -3.7% | 151,745 | +3.8% | 2.21% | +6.7% |
| Q4 2021 | $5,981,000 | -0.4% | 146,139 | +1.0% | 2.07% | -4.7% |
| Q3 2021 | $6,006,000 | +5.4% | 144,650 | +5.6% | 2.18% | +5.9% |
| Q2 2021 | $5,700,000 | +6.9% | 137,009 | +1.3% | 2.05% | -5.0% |
| Q1 2021 | $5,332,000 | +7.5% | 135,250 | +2.7% | 2.16% | +1.1% |
| Q4 2020 | $4,960,000 | +17.2% | 131,733 | +1.3% | 2.14% | +6.5% |
| Q3 2020 | $4,231,000 | +15.2% | 130,076 | +4.7% | 2.01% | +7.7% |
| Q2 2020 | $3,674,000 | +18.7% | 124,244 | -2.0% | 1.87% | +1.6% |
| Q1 2020 | $3,094,000 | -28.9% | 126,796 | +0.9% | 1.84% | -4.4% |
| Q4 2019 | $4,353,000 | -39.4% | 125,637 | -44.4% | 1.92% | -38.6% |
| Q3 2019 | $7,188,000 | -1.5% | 226,037 | +1.1% | 3.13% | -4.6% |
| Q2 2019 | $7,295,000 | +2.6% | 223,498 | +1.4% | 3.28% | +1.0% |
| Q1 2019 | $7,109,000 | +127.1% | 220,442 | +104.9% | 3.25% | +72.9% |
| Q4 2018 | $3,131,000 | -25.3% | 107,592 | -8.4% | 1.88% | -21.1% |
| Q3 2018 | $4,189,000 | +2.6% | 117,457 | +3.8% | 2.38% | +15.2% |
| Q2 2018 | $4,082,000 | +2.0% | 113,161 | +3.3% | 2.07% | -2.5% |
| Q1 2018 | $4,001,000 | +7.3% | 109,597 | +7.7% | 2.12% | +11.2% |
| Q4 2017 | $3,728,000 | +9.8% | 101,782 | +7.4% | 1.90% | +3.1% |
| Q3 2017 | $3,394,000 | +10.2% | 94,759 | +3.5% | 1.85% | +2.0% |
| Q2 2017 | $3,080,000 | +12.3% | 91,581 | +4.6% | 1.81% | +3.5% |
| Q1 2017 | $2,743,000 | +160.0% | 87,546 | +140.3% | 1.75% | +141.2% |
| Q1 2016 | $1,055,000 | -1.4% | 36,425 | -1.9% | 0.72% | -4.7% |
| Q4 2015 | $1,070,000 | – | 37,125 | – | 0.76% | – |
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% |