SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $69,628 | -84.0% | 2,159 | -82.4% | 0.00% | -70.0% |
Q2 2023 | $435,612 | -39.1% | 12,288 | -36.2% | 0.01% | -67.7% |
Q1 2023 | $714,752 | +113895.5% | 19,250 | +15.0% | 0.03% | +82.4% |
Q4 2022 | $627 | -99.6% | 16,743 | +324.7% | 0.02% | +325.0% |
Q3 2022 | $155,000 | +74.2% | 3,942 | +78.1% | 0.00% | +33.3% |
Q2 2022 | $89,000 | -45.4% | 2,213 | -45.1% | 0.00% | +50.0% |
Q1 2022 | $163,000 | +111.7% | 4,028 | +138.6% | 0.00% | 0.0% |
Q4 2021 | $77,000 | -90.4% | 1,688 | -91.3% | 0.00% | -87.5% |
Q3 2021 | $804,000 | +11.4% | 19,318 | +10.8% | 0.02% | +6.7% |
Q2 2021 | $722,000 | -35.4% | 17,434 | -38.4% | 0.02% | -31.8% |
Q1 2021 | $1,117,000 | +16.8% | 28,318 | +11.2% | 0.02% | -43.6% |
Q4 2020 | $956,000 | +47.3% | 25,469 | +21.3% | 0.04% | 0.0% |
Q3 2020 | $649,000 | -31.7% | 20,998 | -35.3% | 0.04% | -48.0% |
Q2 2020 | $950,000 | +194.1% | 32,477 | +133.3% | 0.08% | +127.3% |
Q1 2020 | $323,000 | -12.9% | 13,918 | +24.7% | 0.03% | +17.9% |
Q4 2019 | $371,000 | +11.1% | 11,163 | +3.4% | 0.03% | +27.3% |
Q3 2019 | $334,000 | -20.9% | 10,798 | -26.0% | 0.02% | -15.4% |
Q4 2018 | $422,000 | -44.4% | 14,595 | -31.4% | 0.03% | -16.1% |
Q3 2018 | $759,000 | +13.6% | 21,284 | +14.9% | 0.03% | +10.7% |
Q2 2018 | $668,000 | +4.0% | 18,530 | +5.7% | 0.03% | -3.4% |
Q1 2018 | $642,000 | 0.0% | 17,525 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $642,000 | +6.6% | 17,525 | +4.4% | 0.03% | +20.8% |
Q3 2017 | $602,000 | -3.8% | 16,794 | -9.7% | 0.02% | -11.1% |
Q2 2017 | $626,000 | +15.3% | 18,602 | +7.4% | 0.03% | +12.5% |
Q1 2017 | $543,000 | +58.3% | 17,316 | +47.1% | 0.02% | +41.2% |
Q4 2016 | $343,000 | +98.3% | 11,771 | +110.5% | 0.02% | +88.9% |
Q3 2016 | $173,000 | +51.8% | 5,592 | +41.7% | 0.01% | +50.0% |
Q2 2016 | $114,000 | +67.6% | 3,946 | +66.8% | 0.01% | +20.0% |
Q4 2015 | $68,000 | – | 2,365 | – | 0.01% | – |
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% |