SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -7.4% | 5,623 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $230,000 | -1.3% | 5,623 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $233,000 | 0.0% | 5,623 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $233,000 | +5.4% | 5,623 | 0.0% | 0.03% | -18.2% |
| Q1 2021 | $221,000 | +4.7% | 5,623 | 0.0% | 0.03% | +3.1% |
| Q4 2020 | $211,000 | -95.3% | 5,623 | -95.9% | 0.03% | -96.4% |
| Q2 2019 | $4,483,000 | +2.0% | 137,353 | +0.8% | 0.90% | -2.2% |
| Q1 2019 | $4,396,000 | +19.0% | 136,320 | +10.1% | 0.92% | +10.4% |
| Q4 2018 | $3,695,000 | – | 123,785 | – | 0.83% | – |
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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% |