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 | $2,389,044 | -27.1% | 74,080 | -23.7% | 0.00% | -33.3% |
| Q2 2023 | $3,277,345 | +63.4% | 97,049 | +63.1% | 0.01% | +50.0% |
| Q1 2023 | $2,006,190 | +8.5% | 59,519 | +1.2% | 0.00% | 0.0% |
| Q4 2022 | $1,849,266 | +25.3% | 58,796 | +10.4% | 0.00% | +33.3% |
| Q3 2022 | $1,476,000 | -17.9% | 53,277 | -7.4% | 0.00% | -25.0% |
| Q2 2022 | $1,797,000 | -5.3% | 57,543 | +5.8% | 0.00% | 0.0% |
| Q1 2022 | $1,897,000 | -10.8% | 54,386 | +4.7% | 0.00% | 0.0% |
| Q4 2021 | $2,127,000 | +375.8% | 51,967 | +383.3% | 0.00% | +300.0% |
| Q3 2021 | $447,000 | -12.4% | 10,752 | -12.0% | 0.00% | 0.0% |
| Q2 2021 | $510,000 | +69.4% | 12,225 | +61.7% | 0.00% | 0.0% |
| Q1 2021 | $301,000 | +13.2% | 7,558 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $266,000 | -25.9% | 7,081 | -35.7% | 0.00% | 0.0% |
| Q3 2020 | $359,000 | +9.8% | 11,006 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $327,000 | -49.7% | 11,089 | -83.0% | 0.00% | -66.7% |
| Q1 2020 | $650,000 | – | 65,283 | – | 0.00% | – |
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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% |