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 | $443,463 | +41.4% | 13,751 | +48.0% | 0.00% | +50.0% |
| Q2 2023 | $313,682 | +19.1% | 9,289 | +18.9% | 0.00% | 0.0% |
| Q1 2023 | $263,305 | -11.3% | 7,811 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $297,000 | +12.5% | 7,144 | +12.7% | 0.00% | 0.0% |
| Q2 2021 | $264,000 | +14.3% | 6,338 | +8.0% | 0.00% | 0.0% |
| Q1 2021 | $231,000 | -0.4% | 5,867 | -4.6% | 0.00% | -33.3% |
| Q4 2020 | $232,000 | -39.3% | 6,149 | -44.3% | 0.00% | -62.5% |
| Q4 2019 | $382,000 | – | 11,035 | – | 0.01% | – |
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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% |