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 | $406,898 | -4.5% | 12,617 | 0.0% | 0.03% | -10.0% |
| Q2 2023 | $426,076 | -10.9% | 12,617 | -11.0% | 0.03% | -18.9% |
| Q1 2023 | $478,109 | -1.6% | 14,183 | -8.1% | 0.04% | -21.3% |
| Q4 2022 | $485,957 | -29.8% | 15,441 | -30.4% | 0.05% | -27.7% |
| Q2 2022 | $692,000 | -16.6% | 22,173 | +1.4% | 0.06% | -7.1% |
| Q1 2022 | $830,000 | -6.8% | 21,877 | +0.5% | 0.07% | -6.7% |
| Q4 2021 | $891,000 | +0.8% | 21,767 | +2.2% | 0.08% | -25.0% |
| Q3 2021 | $884,000 | -0.2% | 21,305 | 0.0% | 0.10% | -5.7% |
| Q2 2021 | $886,000 | +5.6% | 21,305 | 0.0% | 0.11% | -20.9% |
| Q1 2021 | $839,000 | +4.6% | 21,305 | 0.0% | 0.13% | -20.2% |
| Q4 2020 | $802,000 | +93.7% | 21,305 | +67.4% | 0.17% | +64.7% |
| Q3 2020 | $414,000 | +38.0% | 12,728 | +46.6% | 0.10% | -32.5% |
| Q4 2019 | $300,000 | +8.7% | 8,680 | 0.0% | 0.15% | +7.9% |
| Q3 2019 | $276,000 | -19.1% | 8,680 | -17.8% | 0.14% | -51.9% |
| Q1 2019 | $341,000 | +0.6% | 10,563 | -9.4% | 0.29% | -14.2% |
| Q4 2018 | $339,000 | – | 11,660 | – | 0.34% | – |
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% |