SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,388,256 | -6.6% | 198,085 | -2.2% | 0.24% | -7.8% |
| Q2 2023 | $6,836,887 | -5.2% | 202,454 | -5.4% | 0.26% | -14.6% |
| Q1 2023 | $7,215,202 | +3.3% | 214,037 | -3.6% | 0.30% | -9.6% |
| Q4 2022 | $6,985,031 | +7.3% | 221,958 | -5.4% | 0.33% | -3.2% |
| Q3 2022 | $6,509,000 | -11.3% | 234,557 | -0.2% | 0.34% | -10.6% |
| Q2 2022 | $7,340,000 | -23.9% | 235,045 | -7.5% | 0.39% | -13.5% |
| Q1 2022 | $9,650,000 | -10.4% | 254,127 | -3.5% | 0.45% | -8.0% |
| Q4 2021 | $10,774,000 | +0.2% | 263,240 | +1.6% | 0.48% | -11.3% |
| Q3 2021 | $10,754,000 | -8.8% | 259,006 | -8.7% | 0.55% | -12.5% |
| Q2 2021 | $11,797,000 | +3.5% | 283,577 | -1.9% | 0.62% | -5.4% |
| Q1 2021 | $11,396,000 | -0.0% | 289,099 | -4.5% | 0.66% | -7.3% |
| Q4 2020 | $11,397,000 | +9.6% | 302,722 | -5.3% | 0.71% | -8.5% |
| Q3 2020 | $10,398,000 | -1.0% | 319,647 | -10.0% | 0.78% | -14.0% |
| Q2 2020 | $10,503,000 | -22.6% | 355,193 | -36.1% | 0.91% | -39.5% |
| Q1 2020 | $13,566,000 | +901.9% | 555,969 | +1322.8% | 1.50% | +1051.5% |
| Q4 2019 | $1,354,000 | +6.7% | 39,075 | -2.1% | 0.13% | -4.4% |
| Q3 2019 | $1,269,000 | +15.8% | 39,901 | +18.8% | 0.14% | +10.6% |
| Q2 2019 | $1,096,000 | +3.6% | 33,581 | +2.3% | 0.12% | 0.0% |
| Q1 2019 | $1,058,000 | +57.2% | 32,813 | +41.9% | 0.12% | +39.8% |
| Q4 2018 | $673,000 | +31.7% | 23,119 | +61.4% | 0.09% | +31.3% |
| Q3 2018 | $511,000 | +20.5% | 14,324 | +21.8% | 0.07% | +6.3% |
| Q2 2018 | $424,000 | +37.7% | 11,760 | +39.4% | 0.06% | +26.0% |
| Q1 2018 | $308,000 | -14.2% | 8,435 | -15.7% | 0.05% | -24.2% |
| Q3 2017 | $359,000 | – | 10,009 | – | 0.07% | – |
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% |