SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,559 | -0.6% | 6,932 | +4.1% | 0.09% | -12.7% |
| Q2 2023 | $224,978 | +2.5% | 6,662 | +2.3% | 0.10% | -6.4% |
| Q1 2023 | $219,555 | +12.1% | 6,513 | +4.7% | 0.11% | +3.8% |
| Q4 2022 | $195,808 | +16.6% | 6,222 | +2.8% | 0.10% | -4.5% |
| Q3 2022 | $168,000 | -10.6% | 6,054 | +0.5% | 0.11% | -16.7% |
| Q2 2022 | $188,000 | -17.9% | 6,024 | 0.0% | 0.13% | -16.5% |
| Q1 2022 | $229,000 | -6.9% | 6,024 | +0.0% | 0.16% | -21.0% |
| Q4 2021 | $246,000 | – | 6,022 | – | 0.20% | – |
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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% |