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 | $674,990 | -3.3% | 20,930 | +1.2% | 0.29% | -2.0% |
| Q2 2023 | $698,125 | -35.9% | 20,673 | -36.0% | 0.29% | -29.5% |
| Q1 2023 | $1,088,697 | +10.7% | 32,296 | +3.3% | 0.42% | +1.7% |
| Q4 2022 | $983,814 | +18.5% | 31,262 | +4.5% | 0.41% | +14.2% |
| Q3 2022 | $830,000 | -2.4% | 29,926 | +10.0% | 0.36% | -6.8% |
| Q2 2022 | $850,000 | -8.4% | 27,208 | +11.3% | 0.38% | -13.5% |
| Q1 2022 | $928,000 | -3.8% | 24,445 | +3.8% | 0.44% | -4.3% |
| Q4 2021 | $965,000 | +36.5% | 23,560 | +38.4% | 0.46% | +5.4% |
| Q3 2021 | $707,000 | +24.3% | 17,028 | +24.5% | 0.44% | +27.1% |
| Q2 2021 | $569,000 | +65.9% | 13,673 | +57.2% | 0.35% | +28.0% |
| Q1 2021 | $343,000 | – | 8,696 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |