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 | $806,186 | -4.3% | 24,998 | +0.2% | 0.85% | +2.2% |
| Q2 2023 | $842,257 | +1.1% | 24,941 | +1.0% | 0.83% | -3.5% |
| Q1 2023 | $832,738 | +8.7% | 24,703 | +1.5% | 0.86% | +4.4% |
| Q4 2022 | $765,853 | +17.8% | 24,336 | +4.4% | 0.83% | -67.7% |
| Q3 2022 | $650,000 | -10.8% | 23,309 | -0.2% | 2.55% | +212.2% |
| Q2 2022 | $729,000 | -13.1% | 23,359 | +5.6% | 0.82% | +7.2% |
| Q1 2022 | $839,000 | -6.5% | 22,113 | +0.9% | 0.76% | +0.7% |
| Q4 2021 | $897,000 | – | 21,910 | – | 0.76% | – |
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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% |