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 | $3,806 | -4.5% | 118 | 0.0% | 0.00% | – |
| Q2 2023 | $3,985 | -63.4% | 118 | -63.5% | 0.00% | -100.0% |
| Q1 2023 | $10,888 | +7.1% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,165 | +238.8% | 323 | +173.7% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 118 | +90.3% | 0.00% | – |
| Q1 2022 | $2,000 | -60.0% | 62 | -49.2% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 122 | +159.6% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -71.4% | 47 | -75.4% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | -12.5% | 191 | -25.1% | 0.00% | -50.0% |
| Q3 2020 | $8,000 | +166.7% | 255 | +129.7% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | +200.0% | 111 | +217.1% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $1,000 | – | 35 | +52.2% | 0.00% | – |
| Q1 2019 | $0 | – | 23 | +130.0% | 0.00% | – |
| Q4 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 10 | -94.1% | 0.00% | -100.0% |
| Q1 2018 | $6,000 | 0.0% | 170 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $6,000 | 0.0% | 170 | +6.2% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | – | 160 | – | 0.00% | – |
Download | ||||||
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% |