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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,327,244 | -2.2% | 878,365 | +2.4% | 1.00% | +1.4% |
| Q2 2023 | $28,970,069 | +1.4% | 857,880 | +1.2% | 0.99% | -1.9% |
| Q1 2023 | $28,569,162 | +8.3% | 847,539 | +1.1% | 1.01% | -22.8% |
| Q4 2022 | $26,368,851 | +19.2% | 837,904 | +5.1% | 1.30% | +2.3% |
| Q3 2022 | $22,117,000 | -2.8% | 796,993 | +9.4% | 1.28% | +0.2% |
| Q2 2022 | $22,744,000 | -22.7% | 728,259 | -6.0% | 1.27% | -14.5% |
| Q1 2022 | $29,421,000 | -17.1% | 774,844 | -10.6% | 1.49% | -14.0% |
| Q4 2021 | $35,488,000 | +10.8% | 867,043 | +12.4% | 1.73% | +1.2% |
| Q3 2021 | $32,030,000 | +2.1% | 771,438 | +2.3% | 1.71% | +1.1% |
| Q2 2021 | $31,375,000 | +11.8% | 754,209 | +5.9% | 1.70% | -5.4% |
| Q1 2021 | $28,074,000 | +13.3% | 712,174 | +8.2% | 1.79% | +2.1% |
| Q4 2020 | $24,774,000 | +16.9% | 658,000 | +1.0% | 1.76% | -0.8% |
| Q3 2020 | $21,187,000 | +17.4% | 651,320 | +6.7% | 1.77% | +1.4% |
| Q2 2020 | $18,053,000 | +41.4% | 610,530 | +16.7% | 1.75% | +11.3% |
| Q1 2020 | $12,767,000 | +1.8% | 523,235 | +44.5% | 1.57% | +26.0% |
| Q4 2019 | $12,544,000 | +5.0% | 362,023 | -3.7% | 1.24% | -9.8% |
| Q3 2019 | $11,949,000 | +0.2% | 375,764 | +3.3% | 1.38% | -0.8% |
| Q2 2019 | $11,929,000 | +10.3% | 363,615 | +8.4% | 1.39% | +5.1% |
| Q1 2019 | $10,814,000 | -2.8% | 335,314 | -12.3% | 1.32% | -16.8% |
| Q4 2018 | $11,128,000 | +232.4% | 382,405 | +307.3% | 1.59% | +263.2% |
| Q3 2018 | $3,348,000 | +25.2% | 93,888 | +26.6% | 0.44% | +22.3% |
| Q2 2018 | $2,675,000 | +4.4% | 74,157 | +5.6% | 0.36% | +17.0% |
| Q1 2018 | $2,563,000 | -6.4% | 70,200 | -6.1% | 0.31% | -7.6% |
| Q4 2017 | $2,738,000 | +9.9% | 74,750 | +7.5% | 0.33% | +1.2% |
| Q3 2017 | $2,491,000 | +15.2% | 69,550 | +8.1% | 0.33% | +7.2% |
| Q2 2017 | $2,163,000 | +18.7% | 64,325 | +10.6% | 0.30% | +15.1% |
| Q1 2017 | $1,822,000 | +30.3% | 58,159 | +21.0% | 0.26% | +19.4% |
| Q4 2016 | $1,398,000 | -2.2% | 48,057 | +3.8% | 0.22% | -10.8% |
| Q3 2016 | $1,430,000 | +17.5% | 46,317 | +9.6% | 0.25% | +6.4% |
| Q2 2016 | $1,217,000 | -0.7% | 42,251 | -0.2% | 0.23% | -5.3% |
| Q1 2016 | $1,226,000 | +31.7% | 42,344 | +31.2% | 0.25% | +12.8% |
| Q4 2015 | $931,000 | +11.8% | 32,282 | +10.6% | 0.22% | +0.5% |
| Q3 2015 | $833,000 | -1.8% | 29,190 | +7.7% | 0.22% | +2.8% |
| Q2 2015 | $848,000 | +6.1% | 27,097 | +2.2% | 0.21% | +3.9% |
| Q1 2015 | $799,000 | +62.7% | 26,503 | +55.7% | 0.20% | +54.5% |
| Q4 2014 | $491,000 | +12.1% | 17,020 | +21.8% | 0.13% | +3.1% |
| Q3 2014 | $438,000 | -2.9% | 13,977 | +6.3% | 0.13% | +0.8% |
| Q2 2014 | $451,000 | +2.7% | 13,153 | -1.1% | 0.13% | -1.6% |
| Q1 2014 | $439,000 | – | 13,300 | – | 0.13% | – |
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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% |