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 | $5,158,627 | -9.6% | 159,957 | -5.3% | 0.11% | -5.4% |
Q2 2023 | $5,706,723 | +47456.0% | 168,988 | +56229.3% | 0.11% | +11100.0% |
Q1 2021 | $12,000 | -14.3% | 300 | -21.9% | 0.00% | 0.0% |
Q4 2020 | $14,000 | +40.0% | 384 | +28.0% | 0.00% | 0.0% |
Q3 2020 | $10,000 | -9.1% | 300 | -16.7% | 0.00% | 0.0% |
Q2 2020 | $11,000 | -86.7% | 360 | -89.4% | 0.00% | -90.0% |
Q1 2020 | $83,000 | -82.2% | 3,385 | -74.9% | 0.01% | -81.1% |
Q4 2019 | $467,000 | +1510.3% | 13,469 | +1398.2% | 0.05% | +1225.0% |
Q3 2019 | $29,000 | – | 899 | – | 0.00% | – |
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% |