SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,823 | -4.5% | 2,010 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $67,878 | +0.2% | 2,010 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $67,757 | +7.1% | 2,010 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $63,255 | +13.0% | 2,010 | 0.0% | 0.02% | +11.8% |
| Q3 2022 | $56,000 | +300.0% | 2,010 | +337.0% | 0.02% | +325.0% |
| Q2 2022 | $14,000 | -17.6% | 460 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -10.5% | 460 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 460 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +27.3% | 460 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $11,000 | -31.2% | 460 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $16,000 | +6.7% | 460 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -30.8% |
| Q1 2019 | $15,000 | +50.0% | 460 | +31.4% | 0.01% | +18.2% |
| Q4 2018 | $10,000 | – | 350 | – | 0.01% | – |
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% |