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 | $5,322,604 | -10.6% | 165,042 | -6.4% | 2.73% | -3.9% |
| Q2 2023 | $5,955,170 | -2.5% | 176,345 | -2.7% | 2.84% | -7.8% |
| Q1 2023 | $6,110,997 | +0.9% | 181,281 | -5.8% | 3.08% | +0.7% |
| Q4 2022 | $6,058,491 | +8.2% | 192,516 | -4.6% | 3.06% | -1.4% |
| Q3 2022 | $5,601,000 | -18.1% | 201,833 | -7.9% | 3.11% | -10.9% |
| Q2 2022 | $6,843,000 | -4.2% | 219,130 | +16.5% | 3.49% | +10.6% |
| Q1 2022 | $7,140,000 | -8.5% | 188,031 | -1.4% | 3.15% | -10.3% |
| Q4 2021 | $7,804,000 | -2.1% | 190,673 | -0.7% | 3.52% | -8.6% |
| Q3 2021 | $7,969,000 | -0.8% | 191,934 | -0.6% | 3.85% | -1.5% |
| Q2 2021 | $8,034,000 | +2.6% | 193,136 | -2.8% | 3.90% | -2.0% |
| Q1 2021 | $7,831,000 | +10.8% | 198,660 | +5.9% | 3.98% | +0.3% |
| Q4 2020 | $7,065,000 | +15.2% | 187,652 | -0.4% | 3.97% | +3.5% |
| Q3 2020 | $6,131,000 | +8.3% | 188,475 | -1.5% | 3.84% | +6.3% |
| Q2 2020 | $5,661,000 | +26.1% | 191,427 | +4.1% | 3.61% | +9.0% |
| Q1 2020 | $4,489,000 | +97.1% | 183,957 | +179.8% | 3.31% | +128.3% |
| Q4 2019 | $2,278,000 | +8.7% | 65,749 | -0.3% | 1.45% | +4.5% |
| Q3 2019 | $2,096,000 | -3.0% | 65,924 | -0.4% | 1.39% | -2.0% |
| Q2 2019 | $2,160,000 | +6.4% | 66,170 | +5.1% | 1.42% | +3.0% |
| Q1 2019 | $2,030,000 | +22.4% | 62,941 | +10.5% | 1.38% | +4.8% |
| Q4 2018 | $1,658,000 | +579.5% | 56,965 | +732.7% | 1.31% | +634.1% |
| Q3 2018 | $244,000 | -1.2% | 6,841 | 0.0% | 0.18% | -5.3% |
| Q2 2018 | $247,000 | – | 6,841 | – | 0.19% | – |
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% |