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 | $261,226 | -6.4% | 8,100 | -2.0% | 0.07% | -3.9% |
| Q2 2023 | $279,009 | +0.2% | 8,262 | -0.0% | 0.08% | -3.8% |
| Q1 2023 | $278,547 | +5.2% | 8,263 | -1.8% | 0.08% | -1.2% |
| Q4 2022 | $264,699 | +12.1% | 8,411 | -1.2% | 0.08% | +1.2% |
| Q3 2022 | $236,114 | -12.9% | 8,509 | -2.0% | 0.08% | -8.0% |
| Q2 2022 | $271,220 | -9.9% | 8,685 | +9.6% | 0.09% | -6.5% |
| Q1 2022 | $300,936 | -7.0% | 7,926 | +0.2% | 0.09% | -5.1% |
| Q4 2021 | $323,712 | +3.6% | 7,909 | +5.1% | 0.10% | -6.7% |
| Q3 2021 | $312,326 | -0.2% | 7,522 | 0.0% | 0.10% | -7.1% |
| Q2 2021 | $312,928 | +5.3% | 7,522 | -0.2% | 0.11% | -5.0% |
| Q1 2021 | $297,137 | +1.0% | 7,538 | -3.6% | 0.12% | -4.0% |
| Q4 2020 | $294,328 | +20.0% | 7,817 | +3.6% | 0.12% | +7.8% |
| Q3 2020 | $245,368 | +9.9% | 7,543 | -0.1% | 0.12% | +3.6% |
| Q2 2020 | $223,337 | -40.4% | 7,553 | -50.8% | 0.11% | -51.3% |
| Q1 2020 | $374,440 | -60.4% | 15,346 | -43.8% | 0.23% | -52.6% |
| Q4 2019 | $945,605 | +23.2% | 27,290 | +13.0% | 0.48% | +9.3% |
| Q3 2019 | $767,675 | -2.2% | 24,141 | +0.4% | 0.44% | -6.0% |
| Q2 2019 | $785,017 | +24.8% | 24,051 | +23.3% | 0.47% | +15.6% |
| Q1 2019 | $628,997 | – | 19,504 | – | 0.40% | – |
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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% |