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 | $2,357,895 | -6.2% | 73,113 | -1.7% | 2.45% | -12.2% |
| Q2 2023 | $2,512,556 | -0.4% | 74,402 | -0.6% | 2.79% | -2.5% |
| Q1 2023 | $2,522,250 | +6.0% | 74,822 | -1.1% | 2.86% | +1.8% |
| Q4 2022 | $2,379,824 | +1.7% | 75,622 | -8.1% | 2.81% | -7.5% |
| Q3 2022 | $2,339,000 | -28.9% | 82,250 | -21.9% | 3.04% | -20.2% |
| Q2 2022 | $3,291,000 | -19.9% | 105,366 | -2.0% | 3.81% | -10.5% |
| Q1 2022 | $4,107,000 | -11.0% | 107,519 | -3.8% | 4.26% | -7.6% |
| Q4 2021 | $4,614,000 | – | 111,733 | – | 4.61% | – |
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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% |