SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,063 | +9.0% | 71,909 | +14.1% | 0.23% | +10.0% |
| Q2 2023 | $2,127,777 | -13.3% | 63,008 | -13.5% | 0.21% | -17.6% |
| Q1 2023 | $2,455,571 | +1.6% | 72,844 | -5.2% | 0.26% | -6.6% |
| Q4 2022 | $2,417,997 | +176.0% | 76,835 | +143.4% | 0.27% | +136.2% |
| Q3 2022 | $876,000 | +3.9% | 31,571 | +16.9% | 0.12% | +2.7% |
| Q2 2022 | $843,000 | -13.0% | 27,008 | +5.8% | 0.11% | -3.4% |
| Q1 2022 | $969,000 | -18.2% | 25,526 | -11.8% | 0.12% | -17.0% |
| Q4 2021 | $1,185,000 | +69.5% | 28,948 | +71.9% | 0.14% | +43.9% |
| Q3 2021 | $699,000 | -0.3% | 16,841 | 0.0% | 0.10% | -3.9% |
| Q2 2021 | $701,000 | +5.7% | 16,841 | +0.2% | 0.10% | -5.6% |
| Q1 2021 | $663,000 | +3.8% | 16,815 | -1.0% | 0.11% | -9.2% |
| Q4 2020 | $639,000 | +10.6% | 16,977 | -4.4% | 0.12% | -5.6% |
| Q3 2020 | $578,000 | +4.3% | 17,759 | -5.2% | 0.13% | +2.4% |
| Q2 2020 | $554,000 | +316.5% | 18,724 | +245.3% | 0.12% | +459.1% |
| Q1 2020 | $133,000 | -82.7% | 5,422 | -76.3% | 0.02% | -76.1% |
| Q4 2019 | $767,000 | +494.6% | 22,877 | +410.6% | 0.09% | +170.6% |
| Q4 2018 | $129,000 | – | 4,480 | – | 0.03% | – |
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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% |