SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,498 | +17.3% | 2,341 | +22.8% | 0.01% | +16.7% |
| Q2 2023 | $64,367 | -12.5% | 1,906 | -12.6% | 0.01% | -25.0% |
| Q1 2023 | $73,534 | +7.1% | 2,181 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $68,647 | +14.4% | 2,181 | +0.5% | 0.01% | -11.1% |
| Q3 2022 | $60,000 | +9.1% | 2,171 | +22.7% | 0.01% | -10.0% |
| Q2 2022 | $55,000 | +37.5% | 1,770 | +67.0% | 0.01% | +66.7% |
| Q1 2022 | $40,000 | -4.8% | 1,060 | +3.8% | 0.01% | -14.3% |
| Q4 2021 | $42,000 | 0.0% | 1,021 | +1.4% | 0.01% | -12.5% |
| Q3 2021 | $42,000 | 0.0% | 1,007 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $42,000 | +5.0% | 1,007 | +0.3% | 0.01% | -16.7% |
| Q1 2021 | $40,000 | 0.0% | 1,004 | -5.6% | 0.01% | -14.3% |
| Q4 2020 | $40,000 | -50.6% | 1,064 | -57.2% | 0.01% | -57.6% |
| Q3 2020 | $81,000 | -3.6% | 2,485 | -12.7% | 0.03% | -17.5% |
| Q2 2020 | $84,000 | -21.5% | 2,848 | -35.0% | 0.04% | -40.3% |
| Q1 2020 | $107,000 | -52.4% | 4,381 | -32.6% | 0.07% | -48.1% |
| Q4 2019 | $225,000 | +10.3% | 6,503 | +1.2% | 0.13% | -3.0% |
| Q3 2019 | $204,000 | -6.4% | 6,425 | -3.7% | 0.13% | -17.9% |
| Q2 2019 | $218,000 | +58.0% | 6,671 | +56.0% | 0.16% | +48.6% |
| Q1 2019 | $138,000 | -23.8% | 4,275 | -31.1% | 0.11% | -34.7% |
| Q4 2018 | $181,000 | -16.2% | 6,204 | +2.4% | 0.17% | -32.4% |
| Q3 2018 | $216,000 | -3.6% | 6,061 | -2.5% | 0.25% | -4.3% |
| Q2 2018 | $224,000 | -3.9% | 6,216 | -2.5% | 0.26% | -5.5% |
| Q1 2018 | $233,000 | -46.7% | 6,374 | -46.6% | 0.27% | -25.6% |
| Q4 2017 | $437,000 | – | 11,938 | – | 0.37% | – |
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% |