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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,021,371 | +0.2% | 59,857 | 0.0% | 0.34% | -8.2% |
| Q1 2023 | $2,017,779 | +7.0% | 59,857 | -0.1% | 0.36% | +7.7% |
| Q4 2022 | $1,885,237 | +13.2% | 59,906 | -0.2% | 0.34% | -3.1% |
| Q3 2022 | $1,666,000 | -8.9% | 60,021 | +2.5% | 0.35% | -6.9% |
| Q2 2022 | $1,829,000 | -17.8% | 58,573 | 0.0% | 0.38% | -1.6% |
| Q1 2022 | $2,224,000 | -6.9% | 58,573 | +0.4% | 0.38% | -9.0% |
| Q4 2021 | $2,389,000 | -1.4% | 58,365 | 0.0% | 0.42% | +8.2% |
| Q3 2021 | $2,423,000 | -0.2% | 58,365 | 0.0% | 0.39% | +1.0% |
| Q2 2021 | $2,428,000 | +0.3% | 58,365 | +0.4% | 0.38% | -9.6% |
| Q1 2021 | $2,421,000 | +11.6% | 58,121 | +0.9% | 0.42% | +26.5% |
| Q4 2020 | $2,169,000 | +15.7% | 57,600 | 0.0% | 0.34% | -7.4% |
| Q3 2020 | $1,874,000 | +10.0% | 57,600 | 0.0% | 0.36% | +4.3% |
| Q2 2020 | $1,703,000 | +24.7% | 57,600 | +2.9% | 0.35% | +0.6% |
| Q1 2020 | $1,366,000 | -29.6% | 56,000 | 0.0% | 0.35% | -17.2% |
| Q4 2019 | $1,940,000 | – | 56,000 | – | 0.42% | – |
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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% |