SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,105 | -42.6% | 34,272 | -39.9% | 0.01% | -45.5% |
| Q2 2023 | $1,925 | -1.9% | 57,001 | -2.1% | 0.01% | -21.4% |
| Q1 2023 | $1,962 | +14.1% | 58,209 | +6.6% | 0.01% | +27.3% |
| Q4 2022 | $1,719 | -99.9% | 54,625 | +9.1% | 0.01% | 0.0% |
| Q3 2022 | $1,390,000 | -4.9% | 50,087 | +7.0% | 0.01% | 0.0% |
| Q2 2022 | $1,462,000 | -63.8% | 46,828 | -56.0% | 0.01% | -62.1% |
| Q1 2022 | $4,042,000 | +11.5% | 106,456 | +20.2% | 0.03% | +11.5% |
| Q4 2021 | $3,626,000 | +6.7% | 88,589 | +8.3% | 0.03% | -3.7% |
| Q3 2021 | $3,398,000 | +10.1% | 81,831 | +10.4% | 0.03% | +3.8% |
| Q2 2021 | $3,085,000 | +26.1% | 74,148 | +19.5% | 0.03% | +13.0% |
| Q1 2021 | $2,446,000 | +30.2% | 62,050 | +24.4% | 0.02% | +15.0% |
| Q4 2020 | $1,878,000 | +38.9% | 49,876 | +20.0% | 0.02% | +17.6% |
| Q3 2020 | $1,352,000 | +349.2% | 41,569 | +307.7% | 0.02% | +325.0% |
| Q2 2020 | $301,000 | +3.4% | 10,196 | -14.5% | 0.00% | -20.0% |
| Q1 2020 | $291,000 | -72.1% | 11,926 | -60.4% | 0.01% | -66.7% |
| Q4 2019 | $1,043,000 | +19.9% | 30,103 | +10.0% | 0.02% | +7.1% |
| Q3 2019 | $870,000 | +18.5% | 27,371 | +21.7% | 0.01% | +27.3% |
| Q2 2019 | $734,000 | +152.2% | 22,499 | +149.3% | 0.01% | +120.0% |
| Q1 2019 | $291,000 | – | 9,026 | – | 0.01% | – |
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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% |