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 | $526,643 | -4.5% | 16,330 | 0.0% | 0.15% | -3.2% |
| Q2 2023 | $551,465 | -2.8% | 16,330 | -3.0% | 0.16% | -8.7% |
| Q1 2023 | $567,374 | +7.1% | 16,831 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $529,672 | +12.2% | 16,831 | -1.1% | 0.17% | -0.6% |
| Q3 2022 | $472,000 | -11.3% | 17,026 | 0.0% | 0.17% | -10.4% |
| Q2 2022 | $532,000 | -17.6% | 17,026 | 0.0% | 0.19% | -8.1% |
| Q1 2022 | $646,000 | -7.3% | 17,026 | 0.0% | 0.21% | -3.2% |
| Q4 2021 | $697,000 | -4.5% | 17,026 | -3.2% | 0.22% | -10.3% |
| Q3 2021 | $730,000 | -0.1% | 17,582 | 0.0% | 0.24% | -1.2% |
| Q2 2021 | $731,000 | +4.4% | 17,582 | -0.9% | 0.24% | -4.3% |
| Q1 2021 | $700,000 | +2.5% | 17,749 | -2.2% | 0.26% | -3.8% |
| Q4 2020 | $683,000 | – | 18,149 | – | 0.27% | – |
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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% |