SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,311 | +80.6% | 9,374 | +89.1% | 0.08% | +79.5% |
| Q2 2023 | $167,397 | +47.8% | 4,957 | +47.5% | 0.04% | +37.5% |
| Q1 2023 | $113,257 | +57.3% | 3,360 | +46.9% | 0.03% | +52.4% |
| Q4 2022 | $71,995 | +46.9% | 2,288 | +28.4% | 0.02% | +40.0% |
| Q3 2022 | $49,000 | -39.5% | 1,782 | -31.6% | 0.02% | -37.5% |
| Q2 2022 | $81,000 | +305.0% | 2,607 | +393.8% | 0.02% | +380.0% |
| Q1 2022 | $20,000 | -9.1% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $22,000 | -4.3% | 528 | -4.0% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | 0.0% | 550 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $23,000 | +15.0% | 550 | +4.2% | 0.01% | +20.0% |
| Q1 2021 | $20,000 | +5.3% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $19,000 | +18.8% | 528 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $16,000 | – | 528 | – | 0.01% | – |
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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% |