SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,673 | +1979.6% | 610 | +2078.6% | 0.00% | – |
| Q2 2023 | $946 | -68.8% | 28 | -68.9% | 0.00% | – |
| Q1 2023 | $3,034 | -77.5% | 90 | -79.0% | 0.00% | – |
| Q4 2022 | $13,469 | +573.4% | 428 | +375.6% | 0.00% | – |
| Q3 2022 | $2,000 | – | 90 | +1700.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 5 | -98.6% | 0.00% | – |
| Q3 2021 | $14,000 | -22.2% | 346 | -21.2% | 0.00% | – |
| Q2 2021 | $18,000 | +1700.0% | 439 | +2095.0% | 0.00% | – |
| Q1 2021 | $1,000 | -95.0% | 20 | -96.5% | 0.00% | – |
| Q4 2019 | $20,000 | +300.0% | 572 | +236.5% | 0.00% | – |
| Q3 2019 | $5,000 | -61.5% | 170 | -58.6% | 0.00% | – |
| Q2 2019 | $13,000 | -76.4% | 411 | -75.8% | 0.00% | – |
| Q1 2019 | $55,000 | +12.2% | 1,695 | 0.0% | 0.00% | – |
| Q4 2018 | $49,000 | -32.9% | 1,695 | -15.2% | 0.00% | – |
| Q1 2018 | $73,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $73,000 | +1.4% | 2,000 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $72,000 | +7.5% | 2,000 | 0.0% | 0.00% | – |
| Q2 2017 | $67,000 | -46.4% | 2,000 | -50.0% | 0.00% | -100.0% |
| Q1 2017 | $125,000 | +7.8% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $116,000 | -6.5% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $124,000 | +7.8% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $115,000 | -2.5% | 4,000 | -1.7% | 0.00% | 0.0% |
| Q1 2016 | $118,000 | +2.6% | 4,068 | +1.7% | 0.00% | 0.0% |
| Q4 2015 | $115,000 | +0.9% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $114,000 | +81.0% | 4,000 | +100.0% | 0.00% | 0.0% |
| Q2 2015 | $63,000 | +5.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $60,000 | – | 2,000 | – | 0.00% | – |
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% |