SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 308 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -19.0% | 6,443 | -1.3% | 0.03% | -9.4% |
| Q1 2022 | $248,000 | +0.8% | 6,529 | +8.7% | 0.03% | -3.0% |
| Q4 2021 | $246,000 | +16.6% | 6,009 | +18.5% | 0.03% | -13.2% |
| Q3 2021 | $211,000 | -8.7% | 5,070 | -13.4% | 0.04% | -24.0% |
| Q1 2021 | $231,000 | -4.9% | 5,854 | -9.3% | 0.05% | +19.0% |
| Q4 2020 | $243,000 | – | 6,453 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 849,346 | $35,333,000 | 12.73% |
| Southern Wealth Management, LLP | 436,169 | $18,576,000 | 5.36% |
| Tradewinds Capital Management, LLC | 618,483 | $25,729,000 | 4.71% |
| Strategic Financial Planning, Inc. | 150,343 | $6,254,000 | 4.51% |
| Northwest Capital Management Inc | 181,387 | $7,693,000 | 4.33% |
| Johnson Financial Group, LLC | 516,798 | $21,499,000 | 4.17% |
| Savant Capital, LLC | 2,390,532 | $99,446,000 | 4.01% |
| Brand Asset Management Group, Inc. | 193,136 | $8,034,000 | 3.90% |
| ACT WEALTH MANAGEMENT, LLC | 144,118 | $5,995,000 | 3.70% |
| MATHER GROUP, LLC. | 3,397,822 | $141,349,000 | 3.57% |