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 | $3,382,698 | -1.9% | 106,777 | +8.5% | 0.34% | -7.8% |
Q2 2023 | $3,446,843 | +4.8% | 98,453 | +0.5% | 0.37% | -14.5% |
Q1 2023 | $3,289,954 | +12.2% | 97,915 | +8.5% | 0.43% | -1.1% |
Q4 2022 | $2,932,037 | +58.8% | 90,244 | +35.7% | 0.44% | +18.3% |
Q3 2022 | $1,846,000 | +52.4% | 66,515 | +71.6% | 0.37% | +42.1% |
Q2 2022 | $1,211,000 | -13.1% | 38,761 | +7.1% | 0.26% | -16.1% |
Q1 2022 | $1,394,000 | +24.4% | 36,206 | +31.2% | 0.31% | -10.1% |
Q4 2021 | $1,121,000 | – | 27,587 | – | 0.35% | – |
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% |