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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $720,000 | +14.3% | 18,952 | +23.1% | 0.02% | +13.3% |
Q4 2021 | $630,000 | -1.4% | 15,397 | 0.0% | 0.02% | -11.8% |
Q3 2021 | $639,000 | -0.3% | 15,397 | 0.0% | 0.02% | -10.5% |
Q2 2021 | $641,000 | +5.6% | 15,397 | 0.0% | 0.02% | -24.0% |
Q1 2021 | $607,000 | +124.8% | 15,397 | +97.9% | 0.02% | +4.2% |
Q4 2019 | $270,000 | – | 7,782 | – | 0.02% | – |
Download |
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% |