SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,192,148 | +251.1% | 502,082 | +267.6% | 0.14% | +259.0% |
| Q2 2023 | $4,612,273 | -0.5% | 136,579 | -0.7% | 0.04% | -4.9% |
| Q1 2023 | $4,635,906 | +6.3% | 137,523 | -0.8% | 0.04% | +2.5% |
| Q4 2022 | $4,362,361 | +1977.3% | 138,620 | +1730.0% | 0.04% | +900.0% |
| Q3 2022 | $210,000 | -94.2% | 7,575 | -91.5% | 0.00% | -92.3% |
| Q4 2021 | $3,650,000 | -8.2% | 89,177 | -6.8% | 0.05% | -17.5% |
| Q3 2021 | $3,974,000 | -2.6% | 95,722 | -2.4% | 0.06% | -4.5% |
| Q2 2021 | $4,080,000 | +22.0% | 98,065 | +15.6% | 0.07% | 0.0% |
| Q1 2021 | $3,344,000 | -18.4% | 84,830 | -22.1% | 0.07% | -18.5% |
| Q4 2020 | $4,099,000 | – | 108,862 | – | 0.08% | – |
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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% |