SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,480 | -80.1% | 46 | -79.2% | 0.00% | -75.0% |
| Q2 2023 | $7,451 | -19.4% | 221 | -19.3% | 0.00% | -33.3% |
| Q1 2023 | $9,243 | -7.6% | 274 | -16.2% | 0.01% | -14.3% |
| Q4 2022 | $10,000 | -33.3% | 327 | -39.3% | 0.01% | -36.4% |
| Q3 2022 | $15,000 | -65.1% | 539 | -61.0% | 0.01% | -65.6% |
| Q2 2022 | $43,000 | -27.1% | 1,383 | -10.8% | 0.03% | -28.9% |
| Q1 2022 | $59,000 | -14.5% | 1,551 | -7.5% | 0.04% | -15.1% |
| Q4 2021 | $69,000 | – | 1,676 | – | 0.05% | – |
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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% |