SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $8,000 | 0.0% | 272 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $8,000 | -20.0% | 272 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $10,000 | -9.1% | 272 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $11,000 | 0.0% | 272 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $11,000 | 0.0% | 272 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $11,000 | +83.3% | 272 | +77.8% | 0.01% | +50.0% |
Q4 2020 | $6,000 | +20.0% | 153 | +1.3% | 0.00% | +33.3% |
Q3 2020 | $5,000 | -77.3% | 151 | -79.3% | 0.00% | -81.2% |
Q2 2020 | $22,000 | +22.2% | 728 | -3.3% | 0.02% | +23.1% |
Q1 2020 | $18,000 | -35.7% | 753 | -6.9% | 0.01% | -27.8% |
Q4 2019 | $28,000 | – | 809 | – | 0.02% | – |
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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% |