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 | $767,219 | -2.2% | 23,790 | +2.4% | 0.44% | +2.1% |
| Q2 2023 | $784,873 | +0.7% | 23,242 | +0.5% | 0.43% | -3.4% |
| Q1 2023 | $779,569 | -15.1% | 23,126 | -20.7% | 0.45% | -5.7% |
| Q4 2022 | $917,877 | +48.8% | 29,167 | +31.2% | 0.47% | +26.7% |
| Q3 2022 | $617,000 | -10.4% | 22,231 | +0.8% | 0.37% | +4.5% |
| Q2 2022 | $689,000 | -17.3% | 22,050 | +0.6% | 0.36% | -15.0% |
| Q1 2022 | $833,000 | -36.9% | 21,926 | -32.0% | 0.42% | -30.8% |
| Q4 2021 | $1,320,000 | +40.7% | 32,260 | +42.8% | 0.61% | +20.4% |
| Q3 2021 | $938,000 | +0.1% | 22,584 | +0.2% | 0.50% | -3.4% |
| Q2 2021 | $937,000 | +11.3% | 22,533 | +5.5% | 0.52% | +2.8% |
| Q1 2021 | $842,000 | +18.6% | 21,352 | +13.2% | 0.51% | +9.9% |
| Q4 2020 | $710,000 | +30.0% | 18,858 | +12.3% | 0.46% | +13.2% |
| Q3 2020 | $546,000 | +12.8% | 16,797 | +2.5% | 0.41% | +4.6% |
| Q2 2020 | $484,000 | +22.2% | 16,381 | +1.0% | 0.39% | +2.4% |
| Q1 2020 | $396,000 | -29.4% | 16,226 | +0.2% | 0.38% | -14.9% |
| Q4 2019 | $561,000 | +10.7% | 16,196 | +1.6% | 0.45% | +5.9% |
| Q3 2019 | $507,000 | -11.7% | 15,938 | -9.3% | 0.42% | -16.0% |
| Q2 2019 | $574,000 | -85.1% | 17,572 | -85.3% | 0.50% | -84.4% |
| Q1 2019 | $3,855,000 | +60.8% | 119,524 | +45.0% | 3.24% | +43.8% |
| Q4 2018 | $2,398,000 | -13.7% | 82,405 | +5.8% | 2.25% | +0.0% |
| Q3 2018 | $2,778,000 | +105.2% | 77,912 | +107.6% | 2.25% | +94.9% |
| Q2 2018 | $1,354,000 | +180.9% | 37,535 | +184.3% | 1.16% | +172.6% |
| Q1 2018 | $482,000 | – | 13,201 | – | 0.42% | – |
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% |