SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,263,100 | -4.8% | 256,220 | -0.3% | 5.55% | +13.6% |
Q2 2023 | $8,678,661 | +6.1% | 256,993 | +5.9% | 4.88% | +0.3% |
Q1 2023 | $8,183,336 | +4.9% | 242,757 | -2.0% | 4.87% | -1.2% |
Q4 2022 | $7,798,939 | +21.0% | 247,821 | +6.7% | 4.93% | +7.0% |
Q3 2022 | $6,443,000 | +4.9% | 232,187 | +18.1% | 4.61% | +14.7% |
Q2 2022 | $6,140,000 | -14.1% | 196,616 | +4.4% | 4.02% | -1.3% |
Q1 2022 | $7,150,000 | +6.2% | 188,303 | +14.5% | 4.07% | +4.9% |
Q4 2021 | $6,732,000 | +12.3% | 164,483 | +14.1% | 3.88% | +4.6% |
Q3 2021 | $5,995,000 | 0.0% | 144,118 | 0.0% | 3.70% | +0.2% |
Q2 2021 | $5,995,000 | +7.7% | 144,118 | +2.0% | 3.70% | +2.9% |
Q1 2021 | $5,568,000 | +1.0% | 141,253 | -3.6% | 3.59% | +1.4% |
Q4 2020 | $5,515,000 | – | 146,471 | – | 3.54% | – |
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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% |