SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,023 | +275.0% | 1,520 | +292.8% | 0.01% | +300.0% |
| Q2 2023 | $13,072 | +2.4% | 387 | +2.1% | 0.00% | -33.3% |
| Q1 2023 | $12,770 | +7.1% | 379 | 0.0% | 0.00% | -40.0% |
| Q4 2022 | $11,921 | +19.2% | 379 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -41.2% | 378 | -30.0% | 0.01% | -37.5% |
| Q2 2022 | $17,000 | +750.0% | 540 | +900.0% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -50.0% | 53 | -45.9% | 0.00% | -66.7% |
| Q1 2021 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 98 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 97 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $2,000 | -50.0% | 100 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | – | 113 | – | 0.00% | – |
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% |