SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $12,000 | -20.0% | 307 | -23.1% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +50.0% | 399 | +30.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -67.7% | 307 | -71.2% | 0.00% | -66.7% |
| Q2 2020 | $31,000 | +287.5% | 1,065 | +263.5% | 0.00% | +200.0% |
| Q1 2020 | $8,000 | -90.7% | 293 | -88.2% | 0.00% | -87.5% |
| Q4 2019 | $86,000 | +405.9% | 2,487 | +365.7% | 0.01% | +300.0% |
| Q3 2019 | $17,000 | +70.0% | 534 | +82.3% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | +11.1% | 293 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | -18.2% | 293 | -9.0% | 0.00% | -50.0% |
| Q2 2018 | $11,000 | +37.5% | 322 | +55.6% | 0.00% | +100.0% |
| Q1 2018 | $8,000 | – | 207 | – | 0.00% | – |
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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% |