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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $545,000 | -13.6% | 21,641 | +18.7% | 0.58% | -5.5% |
Q4 2019 | $631,000 | -1.9% | 18,236 | -9.1% | 0.62% | -9.5% |
Q3 2019 | $643,000 | -3.3% | 20,054 | -1.6% | 0.68% | -2.3% |
Q2 2019 | $665,000 | +2.8% | 20,387 | +4.6% | 0.70% | +0.7% |
Q1 2019 | $647,000 | +9.1% | 19,486 | +2.4% | 0.69% | -3.1% |
Q4 2018 | $593,000 | – | 19,028 | – | 0.72% | – |
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% |