SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |