SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,053 | -4.5% | 280,717 | 0.0% | 0.79% | -19.1% |
| Q2 2023 | $9,480 | +0.2% | 280,717 | 0.0% | 0.98% | -3.9% |
| Q1 2023 | $9,463 | +18.0% | 280,717 | +10.2% | 1.02% | -4.1% |
| Q4 2022 | $8,017 | -99.8% | 254,753 | +125.1% | 1.06% | +58.3% |
| Q3 2021 | $4,699,000 | -0.2% | 113,170 | 0.0% | 0.67% | -12.9% |
| Q2 2021 | $4,708,000 | +5.5% | 113,170 | 0.0% | 0.77% | -9.1% |
| Q1 2021 | $4,461,000 | +4.7% | 113,170 | 0.0% | 0.85% | +19.6% |
| Q4 2020 | $4,261,000 | +53.8% | 113,170 | +32.9% | 0.71% | +3.1% |
| Q3 2020 | $2,770,000 | +10.0% | 85,145 | 0.0% | 0.69% | -4.6% |
| Q2 2020 | $2,518,000 | -38.9% | 85,145 | -28.4% | 0.72% | -29.4% |
| Q4 2019 | $4,122,000 | +9.0% | 118,971 | 0.0% | 1.02% | -0.3% |
| Q3 2019 | $3,783,000 | -44.0% | 118,971 | -42.8% | 1.02% | -10.3% |
| Q2 2019 | $6,759,000 | +135.0% | 208,141 | +133.4% | 1.14% | -7.0% |
| Q1 2019 | $2,876,000 | +4.3% | 89,170 | +15.3% | 1.23% | +22.5% |
| Q3 2018 | $2,757,000 | +0.3% | 77,322 | +1.4% | 1.00% | -5.3% |
| Q2 2018 | $2,750,000 | +0.8% | 76,232 | +2.1% | 1.06% | +29.0% |
| Q1 2018 | $2,727,000 | +102.1% | 74,696 | +102.9% | 0.82% | +40.9% |
| Q4 2017 | $1,349,000 | – | 36,817 | – | 0.58% | – |
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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% |