SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,591,575 | -11.1% | 111,367 | -6.9% | 1.27% | -9.0% |
| Q2 2023 | $4,040,502 | -1.4% | 119,648 | -1.6% | 1.39% | -6.6% |
| Q1 2023 | $4,099,633 | +8.5% | 121,615 | +1.3% | 1.49% | +1.6% |
| Q4 2022 | $3,777,966 | +14.3% | 120,050 | +0.8% | 1.46% | +12.3% |
| Q3 2022 | $3,304,000 | -5.9% | 119,064 | +5.9% | 1.30% | -2.6% |
| Q2 2022 | $3,511,000 | -15.9% | 112,429 | +2.2% | 1.34% | -7.1% |
| Q1 2022 | $4,176,000 | -6.7% | 109,985 | +0.6% | 1.44% | -2.8% |
| Q4 2021 | $4,475,000 | +8.2% | 109,340 | +9.8% | 1.48% | +2.6% |
| Q3 2021 | $4,135,000 | +3.1% | 99,589 | +3.6% | 1.45% | +2.8% |
| Q2 2021 | $4,012,000 | +19.8% | 96,097 | +13.1% | 1.41% | +11.3% |
| Q1 2021 | $3,349,000 | – | 84,956 | – | 1.26% | – |
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% |