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 | $4,739,582 | -4.6% | 146,964 | -0.1% | 0.82% | -4.8% |
| Q2 2023 | $4,968,641 | -6.3% | 147,132 | -6.4% | 0.86% | -13.9% |
| Q1 2023 | $5,300,207 | +5.1% | 157,270 | -1.9% | 1.00% | -1.0% |
| Q4 2022 | $5,045,192 | +6.8% | 160,318 | -5.8% | 1.00% | -4.0% |
| Q3 2022 | $4,723,000 | +5.4% | 170,198 | +18.6% | 1.05% | +5.8% |
| Q2 2022 | $4,481,000 | -57.5% | 143,483 | -48.3% | 0.99% | -52.2% |
| Q1 2022 | $10,544,000 | -20.0% | 277,684 | -13.4% | 2.07% | -21.7% |
| Q4 2021 | $13,181,000 | +6.5% | 320,809 | +7.7% | 2.64% | -2.5% |
| Q3 2021 | $12,371,000 | +7.8% | 297,955 | +8.0% | 2.71% | +2.8% |
| Q2 2021 | $11,481,000 | +25.7% | 275,992 | +19.1% | 2.64% | +7.4% |
| Q1 2021 | $9,137,000 | +31.3% | 231,776 | +26.6% | 2.46% | +13.3% |
| Q4 2020 | $6,959,000 | +17.4% | 183,149 | +0.5% | 2.17% | +1.0% |
| Q3 2020 | $5,926,000 | +7.6% | 182,172 | -2.2% | 2.15% | +5.0% |
| Q2 2020 | $5,506,000 | +21.7% | 186,199 | +0.4% | 2.04% | +2.7% |
| Q1 2020 | $4,524,000 | -31.7% | 185,425 | -3.0% | 1.99% | -18.5% |
| Q4 2019 | $6,627,000 | +10.4% | 191,257 | +1.3% | 2.44% | +3.6% |
| Q3 2019 | $6,005,000 | +10.3% | 188,850 | +13.3% | 2.36% | +3.7% |
| Q2 2019 | $5,443,000 | +19.7% | 166,747 | +18.3% | 2.28% | +5.9% |
| Q1 2019 | $4,546,000 | +26.0% | 140,972 | +13.7% | 2.15% | +9.9% |
| Q4 2018 | $3,608,000 | -28.8% | 123,970 | -12.8% | 1.96% | -21.9% |
| Q3 2018 | $5,068,000 | +6.3% | 142,133 | +7.5% | 2.50% | -7.0% |
| Q2 2018 | $4,767,000 | +6.4% | 132,161 | +7.7% | 2.69% | +0.6% |
| Q1 2018 | $4,482,000 | +8.7% | 122,749 | +9.1% | 2.67% | +1.1% |
| Q4 2017 | $4,122,000 | +7.5% | 112,537 | +5.1% | 2.65% | -1.9% |
| Q3 2017 | $3,836,000 | +23.7% | 107,099 | +8.2% | 2.70% | +2.1% |
| Q1 2017 | $3,102,000 | +6.9% | 99,007 | +3.5% | 2.64% | -2.1% |
| Q4 2016 | $2,901,000 | – | 95,700 | – | 2.70% | – |
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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% |