SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $57,878 | +9.7% | 1,659 | +1.5% | 0.02% | 0.0% |
| Q3 2023 | $52,737 | -4.5% | 1,635 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $55,223 | +0.5% | 1,635 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $54,975 | -0.7% | 1,631 | -7.3% | 0.02% | -10.0% |
| Q4 2022 | $55,373 | -12.1% | 1,760 | -22.1% | 0.02% | -20.0% |
| Q3 2022 | $63,000 | -24.1% | 2,260 | -14.6% | 0.02% | -16.7% |
| Q2 2022 | $83,000 | -17.0% | 2,645 | 0.0% | 0.03% | -6.2% |
| Q1 2022 | $100,000 | -7.4% | 2,645 | 0.0% | 0.03% | -8.6% |
| Q4 2021 | $108,000 | 0.0% | 2,645 | +1.8% | 0.04% | -7.9% |
| Q3 2021 | $108,000 | 0.0% | 2,597 | 0.0% | 0.04% | -5.0% |
| Q2 2021 | $108,000 | -15.0% | 2,597 | -19.4% | 0.04% | -13.0% |
| Q1 2021 | $127,000 | -27.0% | 3,223 | -30.3% | 0.05% | -33.3% |
| Q4 2020 | $174,000 | +6.7% | 4,627 | -7.8% | 0.07% | -5.5% |
| Q3 2020 | $163,000 | -3.6% | 5,021 | -12.5% | 0.07% | -6.4% |
| Q2 2020 | $169,000 | -64.6% | 5,736 | -70.7% | 0.08% | -69.0% |
| Q1 2020 | $478,000 | -72.8% | 19,601 | -61.4% | 0.25% | -71.6% |
| Q4 2019 | $1,758,000 | -16.1% | 50,752 | -23.0% | 0.89% | -9.9% |
| Q3 2019 | $2,096,000 | -9.4% | 65,933 | -7.0% | 0.98% | -6.8% |
| Q2 2019 | $2,313,000 | -56.2% | 70,890 | -16.1% | 1.06% | -6.2% |
| Q1 2019 | $5,276,000 | +108.4% | 84,449 | -3.0% | 1.12% | -3.6% |
| Q4 2018 | $2,532,000 | -16.2% | 87,040 | +2.6% | 1.17% | -5.6% |
| Q3 2018 | $3,023,000 | -6.4% | 84,800 | -5.3% | 1.24% | -9.2% |
| Q2 2018 | $3,229,000 | -16.6% | 89,535 | -15.5% | 1.36% | -14.8% |
| Q1 2018 | $3,870,000 | -2.0% | 106,017 | -1.7% | 1.60% | 0.0% |
| Q4 2017 | $3,948,000 | +2143.2% | 107,805 | +2086.7% | 1.60% | +1564.6% |
| Q3 2017 | $176,000 | – | 4,930 | – | 0.10% | – |
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% |