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 | $307,398 | -9.7% | 9,532 | -5.4% | 0.05% | -8.6% |
| Q2 2023 | $340,392 | -16.5% | 10,080 | -16.6% | 0.06% | -17.1% |
| Q1 2023 | $407,653 | +9.2% | 12,093 | +2.0% | 0.07% | +6.1% |
| Q4 2022 | $373,264 | +4.8% | 11,861 | -7.4% | 0.07% | -2.9% |
| Q3 2022 | $356,000 | -11.0% | 12,812 | 0.0% | 0.07% | -4.2% |
| Q2 2022 | $400,000 | -12.9% | 12,812 | +5.9% | 0.07% | -2.7% |
| Q1 2022 | $459,000 | -6.5% | 12,098 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $491,000 | -10.7% | 12,098 | -8.7% | 0.08% | -16.7% |
| Q3 2021 | $550,000 | -3.5% | 13,246 | -3.4% | 0.09% | -4.3% |
| Q2 2021 | $570,000 | +6.7% | 13,712 | +1.2% | 0.09% | +1.1% |
| Q1 2021 | $534,000 | +7.9% | 13,549 | +3.0% | 0.09% | +10.7% |
| Q4 2020 | $495,000 | +17.9% | 13,148 | +1.7% | 0.08% | +42.4% |
| Q3 2020 | $420,000 | +13.2% | 12,926 | +3.0% | 0.06% | +5.4% |
| Q2 2020 | $371,000 | +21.2% | 12,549 | +0.2% | 0.06% | 0.0% |
| Q1 2020 | $306,000 | -23.9% | 12,526 | +7.9% | 0.06% | -13.8% |
| Q4 2019 | $402,000 | +15.5% | 11,606 | +12.3% | 0.06% | +16.1% |
| Q3 2019 | $348,000 | +9.4% | 10,339 | +6.2% | 0.06% | -58.5% |
| Q2 2019 | $318,000 | +8.2% | 9,731 | +6.6% | 0.14% | +2.3% |
| Q1 2019 | $294,000 | +26.7% | 9,129 | +14.7% | 0.13% | +12.8% |
| Q4 2018 | $232,000 | – | 7,957 | – | 0.12% | – |
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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% |