SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $23,760 | -95.6% | 755 | -96.2% | 0.01% | -96.0% |
| Q3 2022 | $545,000 | -11.2% | 19,650 | 0.0% | 0.33% | -2.4% |
| Q2 2022 | $614,000 | -17.7% | 19,650 | 0.0% | 0.34% | +0.3% |
| Q1 2022 | $746,000 | -1.5% | 19,650 | +6.3% | 0.34% | -5.4% |
| Q4 2021 | $757,000 | +46.4% | 18,490 | +48.5% | 0.36% | +26.8% |
| Q3 2021 | $517,000 | -0.2% | 12,450 | 0.0% | 0.28% | +3.3% |
| Q2 2021 | $518,000 | +5.5% | 12,450 | 0.0% | 0.27% | -5.6% |
| Q1 2021 | $491,000 | +26.5% | 12,450 | +20.8% | 0.29% | +14.8% |
| Q4 2020 | $388,000 | +15.8% | 10,310 | 0.0% | 0.25% | +0.4% |
| Q3 2020 | $335,000 | +9.8% | 10,310 | 0.0% | 0.25% | -8.5% |
| Q2 2020 | $305,000 | -8.4% | 10,310 | +7.4% | 0.27% | -18.6% |
| Q4 2019 | $333,000 | – | 9,600 | – | 0.33% | – |
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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% |