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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $57 | -99.9% | 1,815 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $50,000 | -12.3% | 1,815 | 0.0% | 0.04% | -10.3% |
| Q2 2022 | $57,000 | -17.4% | 1,815 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $69,000 | -6.8% | 1,815 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $74,000 | -1.3% | 1,815 | 0.0% | 0.04% | -8.7% |
| Q3 2021 | $75,000 | 0.0% | 1,815 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $75,000 | +4.2% | 1,815 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $72,000 | +5.9% | 1,815 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $68,000 | +15.3% | 1,815 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $59,000 | +9.3% | 1,815 | 0.0% | 0.05% | +6.1% |
| Q2 2020 | $54,000 | +22.7% | 1,815 | 0.0% | 0.05% | +11.4% |
| Q1 2020 | $44,000 | -30.2% | 1,815 | 0.0% | 0.04% | -8.3% |
| Q4 2019 | $63,000 | +12.5% | 1,815 | +2.8% | 0.05% | +4.3% |
| Q3 2019 | $56,000 | -1.8% | 1,765 | +0.5% | 0.05% | -4.2% |
| Q2 2019 | $57,000 | 0.0% | 1,756 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $57,000 | +11.8% | 1,756 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $51,000 | -16.4% | 1,756 | +2.5% | 0.05% | -9.3% |
| Q3 2018 | $61,000 | +3.4% | 1,714 | +5.6% | 0.05% | +1.9% |
| Q2 2018 | $59,000 | 0.0% | 1,623 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $59,000 | 0.0% | 1,623 | +0.1% | 0.05% | +8.2% |
| Q4 2017 | $59,000 | – | 1,622 | – | 0.05% | – |
Download | ||||||
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% |