SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,272 | -7.1% | 103 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $3,523 | -70.9% | 103 | -71.1% | 0.00% | -66.7% |
Q1 2023 | $12,104 | -90.9% | 356 | -91.6% | 0.00% | -89.7% |
Q4 2022 | $133,024 | -5.0% | 4,227 | -16.3% | 0.03% | -12.1% |
Q3 2022 | $140,000 | -25.5% | 5,053 | -16.3% | 0.03% | -21.4% |
Q2 2022 | $188,000 | -21.7% | 6,038 | -4.3% | 0.04% | -10.6% |
Q1 2022 | $240,000 | -79.1% | 6,309 | -77.5% | 0.05% | -78.4% |
Q4 2021 | $1,147,000 | -1.8% | 28,026 | -0.4% | 0.22% | -4.0% |
Q3 2021 | $1,168,000 | +599.4% | 28,126 | +602.3% | 0.23% | +587.9% |
Q2 2021 | $167,000 | +6.4% | 4,005 | +0.4% | 0.03% | -5.7% |
Q1 2021 | $157,000 | +4.7% | 3,990 | -13.7% | 0.04% | -2.8% |
Q3 2020 | $150,000 | +3.4% | 4,626 | -5.4% | 0.04% | -5.3% |
Q2 2020 | $145,000 | +22.9% | 4,892 | +1.3% | 0.04% | +15.2% |
Q1 2020 | $118,000 | +268.8% | 4,828 | +423.1% | 0.03% | +312.5% |
Q4 2019 | $32,000 | – | 923 | – | 0.01% | – |
Download |
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% |