SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,468,553 | -51.4% | 43,487 | -51.5% | 0.77% | -21.0% |
| Q1 2023 | $3,021,056 | +116.4% | 89,618 | +102.0% | 0.97% | +2.5% |
| Q4 2022 | $1,395,962 | +9.3% | 44,358 | -3.6% | 0.95% | -11.3% |
| Q3 2022 | $1,277,000 | -6.0% | 46,007 | +5.7% | 1.07% | +14.5% |
| Q2 2022 | $1,359,000 | -25.0% | 43,517 | -8.8% | 0.93% | -21.7% |
| Q1 2022 | $1,812,000 | -0.8% | 47,733 | -23.9% | 1.19% | -13.0% |
| Q4 2018 | $1,826,000 | – | 62,735 | – | 1.37% | – |
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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% |