SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,242 | +8.2% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $46,440 | -4.5% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $48,629 | +0.2% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $48,542 | +7.1% | 1,440 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $45,317 | +13.4% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $39,960 | -11.1% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $44,971 | -15.7% | 1,440 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $53,348 | -4.2% | 1,405 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $55,665 | -1.4% | 1,360 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $56,467 | -0.2% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,576 | +5.5% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,611 | +18.7% | 1,360 | +13.3% | 0.01% | 0.0% |
| Q4 2020 | $45,180 | +15.7% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,036 | +10.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,484 | +21.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $29,280 | -29.6% | 1,200 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,580 | +9.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,160 | -2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $39,168 | +1.2% | 1,200 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $38,700 | +10.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,920 | -18.4% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,792 | -1.1% | 1,200 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $43,284 | -1.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $43,812 | -0.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $43,956 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |