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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $63,285 | +0.2% | 1,874 | 0.0% | 0.03% | +25.9% |
| Q1 2023 | $63,173 | -4.6% | 1,874 | -11.0% | 0.03% | -15.6% |
| Q4 2022 | $66,244 | +1.9% | 2,105 | -10.2% | 0.03% | +6.7% |
| Q3 2022 | $65,000 | -15.6% | 2,345 | -4.7% | 0.03% | -14.3% |
| Q2 2022 | $77,000 | -62.3% | 2,460 | -54.1% | 0.04% | -16.7% |
| Q1 2022 | $204,000 | +85.5% | 5,364 | +100.0% | 0.04% | -14.3% |
| Q4 2021 | $110,000 | +26.4% | 2,682 | +27.8% | 0.05% | +16.7% |
| Q3 2021 | $87,000 | -35.1% | 2,098 | -35.0% | 0.04% | -39.1% |
| Q2 2021 | $134,000 | +5.5% | 3,226 | 0.0% | 0.07% | -8.0% |
| Q1 2021 | $127,000 | +5.0% | 3,226 | 0.0% | 0.08% | -7.4% |
| Q4 2020 | $121,000 | -9.7% | 3,226 | -21.8% | 0.08% | -18.2% |
| Q3 2020 | $134,000 | +9.8% | 4,125 | 0.0% | 0.10% | +4.2% |
| Q2 2020 | $122,000 | +221.1% | 4,125 | +162.2% | 0.10% | +163.9% |
| Q1 2020 | $38,000 | -20.8% | 1,573 | +13.5% | 0.04% | -10.0% |
| Q4 2019 | $48,000 | – | 1,386 | – | 0.04% | – |
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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% |