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 | $1,034,071 | +3.2% | 32,064 | +8.1% | 0.44% | +6.7% |
| Q2 2023 | $1,001,760 | +10.3% | 29,664 | +10.1% | 0.42% | +2.7% |
| Q1 2023 | $907,986 | +15.1% | 26,935 | +7.4% | 0.40% | +4.4% |
| Q4 2022 | $789,054 | +11.1% | 25,073 | -2.2% | 0.39% | -11.2% |
| Q3 2022 | $710,000 | -12.7% | 25,624 | -1.5% | 0.44% | -10.1% |
| Q2 2022 | $813,000 | -16.4% | 26,011 | +2.2% | 0.48% | -11.0% |
| Q1 2022 | $973,000 | -3.9% | 25,442 | +3.0% | 0.54% | -33.6% |
| Q4 2021 | $1,012,000 | – | 24,698 | – | 0.82% | – |
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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% |