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 2023 | $493,425 | -4.5% | 15,300 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $516,681 | +0.2% | 15,300 | 0.0% | 0.10% | -6.2% |
| Q1 2023 | $515,763 | +3.7% | 15,300 | -3.2% | 0.11% | -1.8% |
| Q4 2022 | $497,226 | +13.5% | 15,800 | 0.0% | 0.11% | +5.6% |
| Q3 2022 | $438,000 | -11.2% | 15,800 | 0.0% | 0.11% | -10.0% |
| Q2 2022 | $493,000 | -18.2% | 15,800 | -0.5% | 0.12% | -5.5% |
| Q1 2022 | $603,000 | -7.2% | 15,875 | 0.0% | 0.13% | -2.3% |
| Q4 2021 | $650,000 | -1.4% | 15,875 | 0.0% | 0.13% | -9.7% |
| Q3 2021 | $659,000 | -11.3% | 15,875 | -11.1% | 0.14% | -12.2% |
| Q2 2021 | $743,000 | +3.1% | 17,855 | -2.3% | 0.16% | -6.8% |
| Q1 2021 | $721,000 | +4.8% | 18,280 | 0.0% | 0.18% | -3.3% |
| Q4 2020 | $688,000 | +13.3% | 18,280 | -2.0% | 0.18% | 0.0% |
| Q3 2020 | $607,000 | -2.9% | 18,655 | -11.7% | 0.18% | -11.7% |
| Q2 2020 | $625,000 | +27.3% | 21,135 | +5.1% | 0.21% | +4.6% |
| Q1 2020 | $491,000 | -12.5% | 20,115 | +24.3% | 0.20% | +22.4% |
| Q4 2019 | $561,000 | – | 16,185 | – | 0.16% | – |
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% |