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 | $269,009 | -6.5% | 8,341 | -2.1% | 0.08% | -2.4% |
| Q2 2023 | $287,764 | +0.2% | 8,521 | +0.0% | 0.08% | -9.6% |
| Q1 2023 | $287,156 | +1.9% | 8,518 | -4.9% | 0.09% | -7.8% |
| Q4 2022 | $281,765 | +13.6% | 8,953 | +0.1% | 0.10% | +2.0% |
| Q3 2022 | $248,000 | -11.4% | 8,944 | -0.3% | 0.10% | -9.1% |
| Q2 2022 | $280,000 | -18.8% | 8,968 | -1.3% | 0.11% | +0.9% |
| Q1 2022 | $345,000 | -12.2% | 9,089 | -5.3% | 0.11% | -17.4% |
| Q4 2021 | $393,000 | +67.9% | 9,599 | +70.3% | 0.13% | +17.9% |
| Q3 2021 | $234,000 | -41.4% | 5,635 | -41.2% | 0.11% | -28.2% |
| Q2 2021 | $399,000 | +5.6% | 9,585 | +0.0% | 0.16% | -2.5% |
| Q1 2021 | $378,000 | -8.5% | 9,582 | -12.6% | 0.16% | -15.8% |
| Q4 2020 | $413,000 | +20.4% | 10,962 | +3.9% | 0.19% | -1.0% |
| Q3 2020 | $343,000 | -15.3% | 10,553 | -22.9% | 0.19% | -27.3% |
| Q2 2020 | $405,000 | -63.4% | 13,688 | -69.9% | 0.26% | -68.6% |
| Q1 2020 | $1,108,000 | -58.4% | 45,402 | -40.9% | 0.84% | -56.4% |
| Q4 2019 | $2,662,000 | -1.4% | 76,817 | -10.6% | 1.93% | -3.2% |
| Q3 2019 | $2,701,000 | +10.9% | 85,953 | +15.2% | 1.99% | -4.0% |
| Q2 2019 | $2,435,000 | +7.1% | 74,611 | +5.9% | 2.08% | +2.1% |
| Q1 2019 | $2,273,000 | -5.3% | 70,476 | -18.8% | 2.03% | +7.6% |
| Q4 2018 | $2,399,000 | – | 86,841 | – | 1.89% | – |
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% |