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 | $331,659 | -4.5% | 10,284 | 0.0% | 0.12% | -5.6% |
| Q2 2023 | $347,291 | +0.2% | 10,284 | 0.0% | 0.13% | -4.5% |
| Q1 2023 | $346,674 | +7.1% | 10,284 | 0.0% | 0.13% | -5.0% |
| Q4 2022 | $323,637 | +13.6% | 10,284 | 0.0% | 0.14% | +10.3% |
| Q3 2022 | $285,000 | -11.2% | 10,284 | 0.0% | 0.13% | -9.4% |
| Q2 2022 | $321,000 | -17.7% | 10,284 | 0.0% | 0.14% | -27.2% |
| Q1 2022 | $390,000 | -7.4% | 10,284 | 0.0% | 0.19% | -2.6% |
| Q4 2021 | $421,000 | -1.4% | 10,284 | 0.0% | 0.20% | -7.5% |
| Q3 2021 | $427,000 | -0.2% | 10,284 | 0.0% | 0.21% | -6.6% |
| Q2 2021 | $428,000 | +5.7% | 10,284 | 0.0% | 0.23% | -10.6% |
| Q1 2021 | $405,000 | +4.7% | 10,284 | 0.0% | 0.25% | -4.9% |
| Q4 2020 | $387,000 | +14.5% | 10,284 | -1.0% | 0.27% | -4.6% |
| Q3 2020 | $338,000 | +10.1% | 10,387 | 0.0% | 0.28% | +4.5% |
| Q2 2020 | $307,000 | +21.3% | 10,387 | 0.0% | 0.27% | +4.7% |
| Q1 2020 | $253,000 | – | 10,387 | – | 0.26% | – |
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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% |