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 | $897,936 | -23.1% | 27,843 | -19.4% | 0.20% | -16.3% |
| Q2 2023 | $1,167,022 | +0.3% | 34,558 | +0.1% | 0.24% | -5.8% |
| Q1 2023 | $1,163,965 | +7.1% | 34,529 | +0.0% | 0.26% | -1.1% |
| Q4 2022 | $1,086,526 | -15.1% | 34,526 | -25.1% | 0.26% | -24.2% |
| Q3 2022 | $1,280,000 | -18.2% | 46,122 | -7.9% | 0.35% | -18.4% |
| Q2 2022 | $1,564,000 | -21.5% | 50,092 | -4.6% | 0.42% | -10.9% |
| Q1 2022 | $1,993,000 | -13.8% | 52,488 | -7.0% | 0.48% | -17.0% |
| Q4 2021 | $2,311,000 | +430.0% | 56,462 | +321.0% | 0.58% | +82.5% |
| Q3 2021 | $436,000 | -79.0% | 13,410 | -73.1% | 0.32% | -46.6% |
| Q2 2021 | $2,072,000 | +443.8% | 49,815 | +415.5% | 0.59% | +306.9% |
| Q1 2021 | $381,000 | -10.1% | 9,664 | -14.2% | 0.14% | -44.2% |
| Q4 2020 | $424,000 | -2.8% | 11,264 | -16.0% | 0.26% | -17.5% |
| Q3 2020 | $436,000 | +9.8% | 13,410 | 0.0% | 0.32% | -3.4% |
| Q2 2020 | $397,000 | +11.5% | 13,410 | -8.2% | 0.33% | -9.7% |
| Q1 2020 | $356,000 | -34.9% | 14,610 | -7.4% | 0.36% | -28.4% |
| Q4 2019 | $547,000 | – | 15,774 | – | 0.50% | – |
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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% |