SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,105,524 | +1.2% | 31,686 | -6.4% | 0.27% | -6.2% |
| Q3 2023 | $1,091,952 | -7.7% | 33,859 | -3.3% | 0.29% | -13.9% |
| Q2 2023 | $1,183,030 | +10.0% | 35,032 | +9.8% | 0.34% | -3.7% |
| Q1 2023 | $1,075,618 | -8.4% | 31,908 | -14.5% | 0.35% | -4.9% |
| Q4 2022 | $1,174,334 | +51.5% | 37,316 | +33.5% | 0.37% | +13.9% |
| Q3 2022 | $775,000 | -36.9% | 27,957 | -28.9% | 0.32% | -39.9% |
| Q2 2022 | $1,228,000 | -11.2% | 39,327 | +8.0% | 0.54% | +6.1% |
| Q1 2022 | $1,383,000 | – | 36,424 | – | 0.51% | – |
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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% |