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 | $994 | +22.0% | 30,818 | +27.7% | 0.00% | 0.0% |
| Q2 2023 | $815 | +21.5% | 24,136 | +21.1% | 0.00% | +100.0% |
| Q1 2023 | $671 | +17.3% | 19,926 | +9.5% | 0.00% | 0.0% |
| Q4 2022 | $572 | -99.9% | 18,193 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $518,000 | +0.8% | 18,669 | +13.3% | 0.00% | 0.0% |
| Q2 2022 | $514,000 | -29.4% | 16,477 | -14.1% | 0.00% | -50.0% |
| Q1 2022 | $728,000 | -46.5% | 19,181 | -42.3% | 0.00% | -33.3% |
| Q4 2021 | $1,361,000 | +2.4% | 33,252 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $1,329,000 | +2.6% | 32,022 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $1,295,000 | +5.8% | 31,139 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $1,224,000 | +6.5% | 31,058 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $1,149,000 | +12.9% | 30,538 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $1,018,000 | +22.7% | 31,318 | +11.5% | 0.00% | 0.0% |
| Q2 2020 | $830,000 | +27.5% | 28,088 | +5.2% | 0.00% | 0.0% |
| Q1 2020 | $651,000 | -45.9% | 26,702 | -23.2% | 0.00% | -40.0% |
| Q4 2019 | $1,204,000 | +42.8% | 34,748 | +31.0% | 0.01% | +25.0% |
| Q3 2019 | $843,000 | -1.2% | 26,532 | +1.5% | 0.00% | 0.0% |
| Q2 2019 | $853,000 | 0.0% | 26,151 | -1.2% | 0.00% | 0.0% |
| Q1 2019 | $853,000 | +14.3% | 26,466 | +3.1% | 0.00% | 0.0% |
| Q4 2018 | $746,000 | +11.8% | 25,666 | +37.1% | 0.00% | +33.3% |
| Q3 2018 | $667,000 | – | 18,721 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |