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 | $2,278,767 | -4.7% | 70,659 | -0.2% | 0.59% | -0.2% |
| Q2 2023 | $2,390,900 | -3.3% | 70,800 | -3.4% | 0.59% | -3.0% |
| Q1 2023 | $2,471,746 | +69.0% | 73,324 | +57.8% | 0.60% | +58.0% |
| Q4 2022 | $1,462,598 | -48.5% | 46,476 | -54.6% | 0.38% | -49.6% |
| Q3 2022 | $2,839,000 | +0.2% | 102,303 | +12.8% | 0.76% | -3.3% |
| Q2 2022 | $2,834,000 | -5.1% | 90,731 | +15.4% | 0.79% | +0.5% |
| Q1 2022 | $2,985,000 | +14.7% | 78,624 | +23.7% | 0.78% | +31.6% |
| Q4 2021 | $2,602,000 | +14.3% | 63,574 | +16.0% | 0.59% | -2.8% |
| Q3 2021 | $2,276,000 | +19.0% | 54,820 | +19.3% | 0.61% | +13.8% |
| Q2 2021 | $1,912,000 | +5.8% | 45,960 | +0.2% | 0.54% | -4.3% |
| Q1 2021 | $1,808,000 | – | 45,865 | – | 0.56% | – |
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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% |