SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,254 | +135.9% | 504 | +147.1% | 0.00% | +200.0% |
| Q2 2023 | $6,889 | +0.2% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,877 | -27.2% | 204 | -32.0% | 0.00% | -50.0% |
| Q4 2022 | $9,441 | +18.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -65.6% | 300 | -62.2% | 0.00% | -66.7% |
| Q4 2021 | $32,000 | +146.2% | 793 | +150.9% | 0.01% | +100.0% |
| Q3 2021 | $13,000 | +8.3% | 316 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -45.5% | 300 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +120.0% | 600 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $10,000 | – | 300 | – | 0.00% | – |
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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% |