SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,407,334 | +2049.9% | 130,087 | +2540.8% | 0.53% | +1518.2% |
| Q3 2021 | $205,000 | -1.4% | 4,926 | -1.3% | 0.03% | -5.7% |
| Q2 2021 | $208,000 | -94.4% | 4,993 | -94.5% | 0.04% | -95.0% |
| Q1 2021 | $3,744,000 | +15.6% | 91,284 | +6.1% | 0.70% | -5.6% |
| Q4 2020 | $3,240,000 | +12.3% | 86,059 | -3.0% | 0.74% | -5.6% |
| Q3 2020 | $2,885,000 | -0.1% | 88,694 | +5.5% | 0.78% | -37.4% |
| Q4 2019 | $2,887,000 | – | 84,042 | – | 1.25% | – |
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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% |