SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,666 | -6.0% | 6,935 | -1.6% | 0.04% | -2.2% |
| Q2 2023 | $237,990 | +1.9% | 7,047 | +1.7% | 0.04% | -6.2% |
| Q1 2023 | $233,532 | -1.4% | 6,928 | -8.0% | 0.05% | -11.1% |
| Q4 2022 | $236,896 | +23.4% | 7,528 | +9.1% | 0.05% | +8.0% |
| Q3 2022 | $192,000 | -11.1% | 6,901 | 0.0% | 0.05% | -9.1% |
| Q2 2022 | $216,000 | -17.6% | 6,901 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $262,000 | -3.7% | 6,901 | +3.7% | 0.06% | -7.6% |
| Q4 2021 | $272,000 | -1.1% | 6,656 | +0.6% | 0.07% | -12.0% |
| Q3 2021 | $275,000 | 0.0% | 6,618 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $275,000 | +5.4% | 6,618 | +0.1% | 0.08% | -7.4% |
| Q1 2021 | $261,000 | +4.8% | 6,610 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $249,000 | +16.4% | 6,610 | +0.3% | 0.09% | 0.0% |
| Q3 2020 | $214,000 | +8.6% | 6,587 | -1.3% | 0.09% | +4.9% |
| Q2 2020 | $197,000 | +20.9% | 6,675 | 0.0% | 0.08% | +2.5% |
| Q1 2020 | $163,000 | -29.4% | 6,675 | +0.0% | 0.08% | -27.9% |
| Q4 2019 | $231,000 | 0.0% | 6,674 | -16.1% | 0.11% | -34.3% |
| Q4 2018 | $231,000 | – | 7,951 | – | 0.17% | – |
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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% |