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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,763 | -6.9% | 22,628 | -2.6% | 0.07% | -4.3% |
| Q2 2023 | $784,159 | -17.0% | 23,221 | -17.2% | 0.07% | -11.4% |
| Q1 2023 | $944,946 | -46.8% | 28,032 | -50.3% | 0.08% | -53.3% |
| Q4 2022 | $1,776,158 | +6.7% | 56,440 | -5.9% | 0.17% | -15.1% |
| Q3 2022 | $1,665,000 | +7.7% | 59,997 | +21.2% | 0.20% | +10.6% |
| Q2 2022 | $1,546,000 | -15.1% | 49,488 | +3.2% | 0.18% | -3.2% |
| Q1 2022 | $1,822,000 | +9.4% | 47,974 | +17.8% | 0.19% | +10.7% |
| Q4 2021 | $1,666,000 | +13.2% | 40,714 | +14.9% | 0.17% | +14.3% |
| Q3 2021 | $1,472,000 | +0.7% | 35,448 | +0.8% | 0.15% | +0.7% |
| Q2 2021 | $1,462,000 | +13.4% | 35,154 | +7.5% | 0.15% | +7.4% |
| Q1 2021 | $1,289,000 | +24.1% | 32,711 | +18.5% | 0.14% | +8.8% |
| Q4 2020 | $1,039,000 | +14.4% | 27,594 | -1.2% | 0.12% | -0.8% |
| Q3 2020 | $908,000 | +4.8% | 27,925 | -4.6% | 0.13% | -5.3% |
| Q2 2020 | $866,000 | +23.5% | 29,284 | +1.9% | 0.13% | 0.0% |
| Q1 2020 | $701,000 | -36.4% | 28,741 | -9.6% | 0.13% | -26.5% |
| Q4 2019 | $1,102,000 | +8.1% | 31,802 | -0.7% | 0.18% | -1.6% |
| Q3 2019 | $1,019,000 | -1.1% | 32,034 | +1.5% | 0.18% | -6.6% |
| Q2 2019 | $1,030,000 | +12.8% | 31,553 | +11.5% | 0.20% | +2.1% |
| Q1 2019 | $913,000 | +18.7% | 28,310 | +7.1% | 0.19% | -9.0% |
| Q4 2018 | $769,000 | -24.1% | 26,431 | -7.0% | 0.21% | -7.8% |
| Q3 2018 | $1,013,000 | +7.0% | 28,407 | +8.2% | 0.23% | -3.8% |
| Q2 2018 | $947,000 | -5.8% | 26,255 | -4.6% | 0.24% | -0.4% |
| Q1 2018 | $1,005,000 | +11.8% | 27,513 | +12.1% | 0.24% | +10.6% |
| Q4 2017 | $899,000 | +3.3% | 24,546 | +1.0% | 0.22% | -2.3% |
| Q3 2017 | $870,000 | -4.7% | 24,296 | -10.5% | 0.22% | -12.9% |
| Q2 2017 | $913,000 | +39.8% | 27,143 | +20.9% | 0.26% | +25.6% |
| Q1 2017 | $653,000 | 0.0% | 22,444 | 0.0% | 0.20% | 0.0% |
| Q4 2016 | $653,000 | +4.8% | 22,444 | +11.2% | 0.20% | +2.5% |
| Q3 2016 | $623,000 | +64.4% | 20,179 | +53.1% | 0.20% | +50.0% |
| Q2 2016 | $379,000 | -7.8% | 13,179 | -7.1% | 0.13% | -21.9% |
| Q1 2016 | $411,000 | +10.8% | 14,183 | +9.2% | 0.17% | -4.5% |
| Q3 2015 | $371,000 | – | 12,993 | – | 0.18% | – |
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% |