SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $232,000 | -94.2% | 5,744 | -94.0% | 0.10% | -95.0% |
| Q3 2021 | $3,971,000 | -45.9% | 95,805 | -46.0% | 2.10% | -37.9% |
| Q2 2021 | $7,334,000 | +1009.5% | 177,363 | +999.9% | 3.38% | +919.6% |
| Q1 2021 | $661,000 | +227.2% | 16,125 | +204.2% | 0.33% | +172.1% |
| Q4 2020 | $202,000 | -95.7% | 5,300 | -95.9% | 0.12% | -97.4% |
| Q2 2018 | $4,720,000 | 0.0% | 130,855 | +1.2% | 4.61% | -10.0% |
| Q1 2018 | $4,720,000 | +143.9% | 129,274 | +144.7% | 5.12% | +174.2% |
| Q4 2017 | $1,935,000 | +588.6% | 52,827 | +573.7% | 1.87% | +646.8% |
| Q3 2017 | $281,000 | – | 7,841 | – | 0.25% | – |
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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% |