SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,531 | +2.4% | 22,218 | +7.2% | 0.28% | +1.8% |
| Q2 2023 | $699,782 | +15.2% | 20,722 | +15.0% | 0.27% | +9.6% |
| Q1 2023 | $607,319 | +13.1% | 18,016 | +5.6% | 0.25% | +3.7% |
| Q4 2022 | $537,130 | -21.1% | 17,068 | -30.5% | 0.24% | -28.9% |
| Q3 2022 | $681,000 | -43.2% | 24,543 | -36.0% | 0.34% | -34.7% |
| Q2 2022 | $1,198,000 | -65.3% | 38,376 | -57.8% | 0.52% | -60.6% |
| Q1 2022 | $3,450,000 | -30.3% | 90,865 | -24.9% | 1.32% | -32.4% |
| Q4 2021 | $4,950,000 | -3.0% | 120,938 | -1.6% | 1.95% | -11.3% |
| Q3 2021 | $5,103,000 | +21.4% | 122,906 | +21.7% | 2.20% | +22.2% |
| Q2 2021 | $4,202,000 | +31.9% | 100,998 | +24.9% | 1.80% | +15.5% |
| Q1 2021 | $3,186,000 | +55.8% | 80,832 | +48.8% | 1.56% | +36.8% |
| Q4 2020 | $2,045,000 | – | 54,320 | – | 1.14% | – |
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% |