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 | $1,368,622 | -4.8% | 42,438 | -0.3% | 0.88% | -4.8% |
| Q2 2023 | $1,437,363 | -2.2% | 42,563 | -2.4% | 0.93% | -9.7% |
| Q1 2023 | $1,469,377 | -11.3% | 43,589 | -17.2% | 1.03% | -25.3% |
| Q4 2022 | $1,657,323 | +3.6% | 52,664 | -8.7% | 1.38% | -15.2% |
| Q3 2022 | $1,600,000 | -41.2% | 57,661 | -33.8% | 1.62% | -36.4% |
| Q2 2022 | $2,721,000 | -52.5% | 87,133 | -42.3% | 2.56% | -41.7% |
| Q1 2022 | $5,730,000 | -9.7% | 150,906 | -2.7% | 4.39% | -8.1% |
| Q4 2021 | $6,345,000 | – | 155,024 | – | 4.77% | – |
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% |