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 | $72,417 | 0.0% | 2,144 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $72,417 | +7.8% | 2,144 | +0.5% | 0.02% | 0.0% |
| Q4 2022 | $67,149 | +15.8% | 2,134 | +1.8% | 0.02% | +6.7% |
| Q3 2022 | $58,000 | -48.7% | 2,097 | -36.9% | 0.02% | -51.6% |
| Q4 2019 | $113,000 | +6.6% | 3,325 | 0.0% | 0.03% | +6.9% |
| Q3 2019 | $106,000 | -3.6% | 3,325 | -1.4% | 0.03% | -6.5% |
| Q2 2019 | $110,000 | +2.8% | 3,372 | +1.9% | 0.03% | -36.7% |
| Q1 2019 | $107,000 | – | 3,308 | – | 0.05% | – |
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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% |