SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,351 | -51.6% | 17,685 | -49.3% | 0.06% | -60.8% |
| Q2 2023 | $1,178,482 | -84.6% | 34,897 | -84.6% | 0.15% | -88.4% |
| Q1 2023 | $7,662,356 | +8.7% | 227,302 | +1.5% | 1.27% | -1.4% |
| Q4 2022 | $7,050,764 | +20.3% | 224,047 | +6.1% | 1.29% | -9.8% |
| Q3 2022 | $5,862,000 | -14.2% | 211,233 | -3.4% | 1.43% | -4.7% |
| Q2 2022 | $6,830,000 | +147.2% | 218,689 | +200.5% | 1.50% | +164.1% |
| Q1 2022 | $2,763,000 | +50.2% | 72,768 | +61.9% | 0.57% | +45.2% |
| Q4 2021 | $1,839,000 | +101.2% | 44,935 | +104.0% | 0.39% | +68.2% |
| Q3 2021 | $914,000 | +164.2% | 22,023 | +164.9% | 0.23% | +147.9% |
| Q2 2021 | $346,000 | +17.7% | 8,315 | +11.4% | 0.09% | -28.2% |
| Q1 2021 | $294,000 | +1.4% | 7,463 | -3.1% | 0.13% | -7.7% |
| Q4 2020 | $290,000 | +1511.1% | 7,703 | +1171.1% | 0.14% | +1320.0% |
| Q2 2020 | $18,000 | +50.0% | 606 | +26.5% | 0.01% | +25.0% |
| Q1 2020 | $12,000 | -40.0% | 479 | -17.8% | 0.01% | -33.3% |
| Q4 2019 | $20,000 | – | 583 | – | 0.01% | – |
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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% |