SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,225,040 | -10.9% | 68,993 | -6.0% | 0.94% | -5.5% |
Q2 2023 | $2,498,269 | -9.0% | 73,372 | -9.8% | 0.99% | -2.7% |
Q1 2023 | $2,746,604 | +8.7% | 81,358 | +1.4% | 1.02% | +5.4% |
Q4 2022 | $2,525,711 | +65.0% | 80,258 | +45.5% | 0.97% | +54.5% |
Q3 2022 | $1,531,000 | -11.1% | 55,175 | +0.0% | 0.63% | -4.3% |
Q2 2022 | $1,723,000 | -32.9% | 55,171 | -18.4% | 0.66% | -25.3% |
Q1 2022 | $2,568,000 | -57.5% | 67,625 | -54.2% | 0.88% | -56.8% |
Q4 2021 | $6,049,000 | -4.9% | 147,782 | -3.5% | 2.03% | -3.3% |
Q3 2021 | $6,362,000 | -2.2% | 153,215 | -2.0% | 2.10% | +3.9% |
Q2 2021 | $6,505,000 | +20.1% | 156,361 | +13.8% | 2.02% | +19.9% |
Q1 2021 | $5,416,000 | -7.9% | 137,403 | -12.1% | 1.69% | -6.6% |
Q4 2020 | $5,883,000 | +10.1% | 156,256 | -4.8% | 1.81% | +10.6% |
Q3 2020 | $5,342,000 | -11.7% | 164,203 | -19.7% | 1.63% | -1.0% |
Q2 2020 | $6,050,000 | +7.1% | 204,583 | -11.6% | 1.65% | +0.8% |
Q1 2020 | $5,649,000 | -31.2% | 231,508 | -2.3% | 1.64% | -9.9% |
Q4 2019 | $8,215,000 | +52.4% | 237,075 | +39.8% | 1.82% | +34.1% |
Q3 2019 | $5,392,000 | -18.3% | 169,563 | -16.1% | 1.36% | -4.3% |
Q2 2019 | $6,596,000 | -0.6% | 201,989 | -1.8% | 1.42% | -2.5% |
Q1 2019 | $6,634,000 | +12.0% | 205,710 | +1.1% | 1.45% | +7.6% |
Q4 2018 | $5,921,000 | – | 203,467 | – | 1.35% | – |
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% |