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 | $1,893,043 | -12.3% | 58,699 | -8.2% | 1.02% | -13.5% |
| Q2 2023 | $2,158,241 | +74.9% | 63,910 | +112.0% | 1.18% | +2.7% |
| Q1 2023 | $1,234,162 | -36.5% | 30,153 | +250.7% | 1.15% | -17.7% |
| Q4 2022 | $1,944,689 | +7.1% | 8,597 | -86.9% | 1.39% | -9.9% |
| Q3 2022 | $1,815,000 | -11.7% | 65,398 | +479.7% | 1.55% | -24.0% |
| Q2 2022 | $2,056,000 | -38.9% | 11,282 | -87.3% | 2.03% | -30.2% |
| Q1 2022 | $3,364,000 | +172.6% | 88,594 | +193.8% | 2.92% | +151.5% |
| Q4 2021 | $1,234,000 | – | 30,153 | – | 1.16% | – |
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% |