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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,469 | -2.8% | 43,487 | -3.0% | 0.37% | +3.4% |
| Q1 2023 | $1,511 | +8.2% | 44,809 | +1.0% | 0.35% | -16.1% |
| Q4 2022 | $1,396 | -99.9% | 44,358 | -3.6% | 0.42% | +13.1% |
| Q3 2022 | $1,277,000 | -6.0% | 46,007 | +5.7% | 0.37% | +4.2% |
| Q2 2022 | $1,359,000 | -8.1% | 43,517 | +0.4% | 0.36% | +2.6% |
| Q1 2022 | $1,478,000 | -37.0% | 43,343 | -24.4% | 0.35% | -33.9% |
| Q4 2021 | $2,347,000 | -0.5% | 57,348 | +0.9% | 0.53% | -20.4% |
| Q3 2021 | $2,359,000 | +15.9% | 56,819 | +10.0% | 0.66% | -30.1% |
| Q2 2021 | $2,036,000 | 0.0% | 51,644 | 0.0% | 0.95% | +5.2% |
| Q1 2021 | $2,036,000 | +9.0% | 51,644 | +4.1% | 0.90% | +2.4% |
| Q4 2020 | $1,868,000 | – | 49,627 | – | 0.88% | – |
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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% |