SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |