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 | $382 | -25.2% | 11,851 | -21.8% | 0.16% | -31.2% |
| Q1 2023 | $511 | +13.3% | 15,164 | +5.8% | 0.23% | +22.2% |
| Q4 2022 | $451 | -99.9% | 14,326 | -3.7% | 0.19% | -2.6% |
| Q3 2022 | $413,000 | -13.2% | 14,881 | -2.4% | 0.19% | -8.1% |
| Q2 2022 | $476,000 | -22.0% | 15,243 | -5.1% | 0.21% | -16.6% |
| Q1 2022 | $610,000 | -26.7% | 16,055 | -21.0% | 0.25% | -15.4% |
| Q4 2021 | $832,000 | +22.7% | 20,316 | +24.4% | 0.30% | +3.8% |
| Q3 2021 | $678,000 | -6.9% | 16,336 | -6.7% | 0.29% | -25.6% |
| Q2 2021 | $728,000 | -0.4% | 17,502 | -5.6% | 0.39% | +11.5% |
| Q1 2021 | $731,000 | +5.9% | 18,534 | +1.2% | 0.35% | -3.1% |
| Q4 2020 | $690,000 | +9.9% | 18,320 | -5.2% | 0.36% | +0.8% |
| Q3 2020 | $628,000 | +7.7% | 19,318 | -1.9% | 0.36% | +1.7% |
| Q2 2020 | $583,000 | +19.7% | 19,702 | -1.2% | 0.35% | +2.3% |
| Q1 2020 | $487,000 | -25.1% | 19,945 | +6.4% | 0.34% | -21.2% |
| Q4 2019 | $650,000 | – | 18,747 | – | 0.43% | – |
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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% |