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 | $564 | -5.5% | 17,485 | -1.0% | 0.03% | -6.1% |
| Q2 2023 | $597 | 0.0% | 17,665 | -0.3% | 0.03% | -2.9% |
| Q1 2023 | $597 | -3.2% | 17,715 | -9.7% | 0.03% | -10.5% |
| Q4 2022 | $617 | -99.9% | 19,615 | +13.6% | 0.04% | +15.2% |
| Q3 2022 | $479,000 | -9.8% | 17,260 | +1.6% | 0.03% | -10.8% |
| Q2 2022 | $531,000 | -11.1% | 16,990 | +8.1% | 0.04% | -2.6% |
| Q1 2022 | $597,000 | -7.4% | 15,720 | -0.3% | 0.04% | -2.6% |
| Q4 2021 | $645,000 | -0.6% | 15,765 | +0.9% | 0.04% | -9.3% |
| Q3 2021 | $649,000 | -0.2% | 15,620 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $650,000 | +5.5% | 15,620 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $616,000 | +4.1% | 15,620 | -0.6% | 0.04% | -17.3% |
| Q4 2020 | $592,000 | +5.5% | 15,720 | -8.8% | 0.05% | -1.9% |
| Q3 2020 | $561,000 | +10.0% | 17,235 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $510,000 | – | 17,235 | – | 0.05% | – |
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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% |