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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,303 | -48.5% | 327 | -32.9% | 0.00% | -66.7% |
| Q2 2021 | $20,000 | +5.3% | 487 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -5.0% | 487 | -6.5% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +17.6% | 521 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 521 | +2.2% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | -37.5% | 510 | -48.4% | 0.00% | -50.0% |
| Q1 2020 | $24,000 | -71.1% | 989 | -58.8% | 0.01% | -72.7% |
| Q4 2019 | $83,000 | +9.2% | 2,398 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $76,000 | -2.6% | 2,398 | 0.0% | 0.02% | -12.5% |
| Q2 2019 | $78,000 | -6.0% | 2,398 | -6.9% | 0.02% | -22.6% |
| Q1 2019 | $83,000 | +10.7% | 2,577 | 0.0% | 0.03% | -3.1% |
| Q4 2018 | $75,000 | – | 2,577 | – | 0.03% | – |
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% |