SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,263 | -14.8% | 19,729 | -10.8% | 0.31% | -9.1% |
| Q2 2023 | $746,793 | -0.8% | 22,114 | -1.0% | 0.34% | -1.7% |
| Q1 2023 | $752,759 | +14.0% | 22,330 | +6.4% | 0.35% | +2.1% |
| Q4 2022 | $660,463 | +41.4% | 20,987 | +24.6% | 0.34% | +40.9% |
| Q3 2022 | $467,000 | -26.8% | 16,842 | -17.5% | 0.24% | -21.4% |
| Q2 2022 | $638,000 | -26.3% | 20,414 | -10.5% | 0.31% | -17.9% |
| Q1 2022 | $866,000 | -21.5% | 22,800 | -15.4% | 0.38% | -23.3% |
| Q4 2021 | $1,103,000 | -24.9% | 26,958 | -23.8% | 0.49% | -30.1% |
| Q3 2021 | $1,468,000 | -31.5% | 35,357 | -31.4% | 0.70% | -32.4% |
| Q2 2021 | $2,143,000 | -11.1% | 51,519 | -15.8% | 1.04% | -15.6% |
| Q1 2021 | $2,411,000 | +5.2% | 61,166 | +0.5% | 1.23% | -1.0% |
| Q4 2020 | $2,292,000 | +10.1% | 60,889 | -4.9% | 1.24% | -2.3% |
| Q3 2020 | $2,082,000 | -0.6% | 64,009 | -9.6% | 1.27% | -6.0% |
| Q2 2020 | $2,095,000 | +20.3% | 70,833 | -0.8% | 1.35% | +2.1% |
| Q1 2020 | $1,742,000 | -28.2% | 71,407 | +2.0% | 1.32% | -17.2% |
| Q4 2019 | $2,426,000 | +10.3% | 70,006 | +1.2% | 1.59% | +3.4% |
| Q3 2019 | $2,199,000 | +0.5% | 69,151 | +3.2% | 1.54% | -4.6% |
| Q2 2019 | $2,188,000 | +9.9% | 67,032 | +8.7% | 1.62% | +10.2% |
| Q1 2019 | $1,990,000 | +17.6% | 61,693 | +6.1% | 1.47% | -1.7% |
| Q4 2018 | $1,692,000 | – | 58,127 | – | 1.49% | – |
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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% |