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 | $1,000,943 | -4.5% | 31,037 | 0.0% | 0.10% | -1.9% |
Q2 2023 | $1,048,119 | +0.2% | 31,037 | 0.0% | 0.11% | -2.8% |
Q1 2023 | $1,046,257 | +0.1% | 31,037 | -6.5% | 0.11% | -3.5% |
Q4 2022 | $1,045,150 | -78.1% | 33,211 | -80.7% | 0.11% | -78.9% |
Q3 2022 | $4,782,000 | -46.2% | 172,319 | -37.6% | 0.54% | -38.9% |
Q2 2022 | $8,881,000 | -7.9% | 276,333 | +8.9% | 0.88% | -2.9% |
Q1 2022 | $9,638,000 | – | 253,824 | – | 0.90% | – |
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% |