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 2022 | $10,906 | -11.1% | 393 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $12,273 | -17.8% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,922 | -7.2% | 393 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,085 | -0.9% | 393 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $16,234 | +11.2% | 391 | +11.4% | 0.00% | 0.0% |
| Q2 2021 | $14,602 | +25.1% | 351 | +18.6% | 0.00% | 0.0% |
| Q1 2021 | $11,668 | +260.3% | 296 | +244.2% | 0.00% | – |
| Q4 2020 | $3,238 | -66.4% | 86 | -70.9% | 0.00% | -100.0% |
| Q3 2020 | $9,629 | +24.8% | 296 | +13.4% | 0.00% | 0.0% |
| Q2 2020 | $7,718 | -83.9% | 261 | -86.7% | 0.00% | -75.0% |
| Q1 2020 | $47,848 | -22.9% | 1,961 | +9.5% | 0.00% | 0.0% |
| Q4 2019 | $62,058 | +9.0% | 1,791 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $56,954 | -18.2% | 1,791 | -16.0% | 0.01% | -16.7% |
| Q2 2019 | $69,588 | +22.6% | 2,132 | +21.1% | 0.01% | +20.0% |
| Q1 2019 | $56,760 | +25.8% | 1,760 | +13.5% | 0.01% | -16.7% |
| Q4 2018 | $45,105 | -28.1% | 1,550 | -11.9% | 0.01% | -14.3% |
| Q3 2018 | $62,762 | -1.1% | 1,760 | 0.0% | 0.01% | -22.2% |
| Q2 2018 | $63,483 | -1.2% | 1,760 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $64,258 | -20.6% | 1,760 | -20.4% | 0.01% | -23.1% |
| Q4 2017 | $80,952 | – | 2,210 | – | 0.01% | – |
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% |