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 | $716,832 | -6.3% | 22,227 | -1.9% | 0.05% | -4.0% |
| Q2 2023 | $764,903 | +0.8% | 22,650 | +0.6% | 0.05% | -3.8% |
| Q1 2023 | $759,133 | +104033.5% | 22,520 | -2.8% | 0.05% | +2.0% |
| Q4 2022 | $729 | -99.9% | 23,177 | +38.2% | 0.05% | +27.5% |
| Q2 2022 | $524,000 | -21.8% | 16,765 | -4.9% | 0.04% | -13.0% |
| Q1 2022 | $670,000 | -29.5% | 17,630 | -24.1% | 0.05% | -32.4% |
| Q4 2021 | $951,000 | – | 23,243 | – | 0.07% | – |
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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% |