SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 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% | – |
Download |
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% |