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 | $567,683 | -0.3% | 17,603 | +4.4% | 0.06% | +6.6% |
| Q2 2023 | $569,449 | -8.5% | 16,863 | -8.6% | 0.06% | 0.0% |
| Q1 2023 | $622,209 | +33.7% | 18,458 | +24.8% | 0.06% | +35.6% |
| Q4 2022 | $465,495 | +8.5% | 14,792 | -4.3% | 0.04% | -11.8% |
| Q3 2022 | $429,000 | -10.8% | 15,455 | +0.3% | 0.05% | +6.2% |
| Q2 2022 | $481,000 | -99.9% | 15,413 | +22.8% | 0.05% | +23.1% |
| Q1 2022 | $476,476,000 | -12.5% | 12,549 | -5.6% | 0.04% | -11.4% |
| Q4 2021 | $544,296,000 | +6.5% | 13,298 | +8.0% | 0.04% | 0.0% |
| Q3 2021 | $511,229,000 | +114268.9% | 12,313 | +14.5% | 0.04% | -21.4% |
| Q2 2021 | $447,000 | -4.1% | 10,757 | -9.0% | 0.06% | +14.3% |
| Q1 2021 | $466,000 | +18.9% | 11,820 | +13.6% | 0.05% | -2.0% |
| Q4 2020 | $392,000 | +13.3% | 10,402 | +2.1% | 0.05% | +8.7% |
| Q3 2020 | $346,000 | +12.7% | 10,185 | -2.0% | 0.05% | -8.0% |
| Q2 2020 | $307,000 | +19.0% | 10,398 | -1.7% | 0.05% | -7.4% |
| Q1 2020 | $258,000 | -28.9% | 10,578 | +0.6% | 0.05% | -12.9% |
| Q4 2019 | $363,000 | +36.5% | 10,518 | +25.8% | 0.06% | -66.5% |
| Q3 2019 | $266,000 | +2.3% | 8,364 | +5.2% | 0.18% | +74.5% |
| Q2 2019 | $260,000 | -36.6% | 7,954 | -30.8% | 0.11% | +82.8% |
| Q3 2018 | $410,000 | +96.2% | 11,488 | +98.0% | 0.06% | -9.4% |
| Q2 2018 | $209,000 | -49.3% | 5,802 | -48.5% | 0.06% | -37.9% |
| Q4 2017 | $412,000 | -0.7% | 11,257 | -2.9% | 0.10% | -24.3% |
| Q3 2017 | $415,000 | +32.6% | 11,597 | +24.5% | 0.14% | +19.3% |
| Q2 2017 | $313,000 | +18.6% | 9,317 | +10.4% | 0.11% | +10.7% |
| Q1 2017 | $264,000 | +15.8% | 8,436 | +7.5% | 0.10% | -8.8% |
| Q4 2016 | $228,000 | +8.6% | 7,845 | +15.2% | 0.11% | +8.7% |
| Q3 2016 | $210,000 | – | 6,807 | – | 0.10% | – |
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% |