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 | $1,485,264 | -5.3% | 46,055 | -0.9% | 0.32% | -7.7% |
Q2 2023 | $1,568,877 | -2.7% | 46,458 | -2.9% | 0.35% | -13.2% |
Q1 2023 | $1,612,676 | +4.6% | 47,840 | -2.3% | 0.40% | -9.0% |
Q4 2022 | $1,541,360 | +106.6% | 48,979 | +82.3% | 0.44% | +78.9% |
Q3 2022 | $746,000 | -56.1% | 26,873 | -50.6% | 0.25% | -57.2% |
Q2 2022 | $1,698,000 | +47.7% | 54,380 | +79.5% | 0.58% | +60.3% |
Q1 2022 | $1,150,000 | +32.9% | 30,287 | +43.3% | 0.36% | +27.2% |
Q4 2021 | $865,000 | +1.6% | 21,132 | +3.2% | 0.28% | -12.7% |
Q3 2021 | $851,000 | -0.8% | 20,485 | -0.7% | 0.32% | -11.7% |
Q2 2021 | $858,000 | -2.8% | 20,633 | -7.9% | 0.37% | -14.8% |
Q1 2021 | $883,000 | +3.9% | 22,412 | -0.7% | 0.43% | -9.5% |
Q4 2020 | $850,000 | – | 22,577 | – | 0.48% | – |
Download |
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% |