SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,448 | -4.5% | 479 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,176 | +0.2% | 479 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,148 | +7.1% | 479 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,074 | +16.0% | 479 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 479 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 479 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $18,000 | -72.7% | 479 | -70.5% | 0.01% | -75.0% |
| Q4 2021 | $66,000 | -1.5% | 1,623 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $67,000 | -1.5% | 1,623 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $68,000 | +6.2% | 1,623 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $64,000 | -15.8% | 1,623 | -19.5% | 0.02% | -21.9% |
| Q4 2020 | $76,000 | – | 2,015 | – | 0.03% | – |
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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% |