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 | $3,945,578 | +10.8% | 122,343 | +16.1% | 0.00% | – |
| Q2 2023 | $3,559,614 | +7.5% | 105,408 | +7.3% | 0.00% | – |
| Q1 2023 | $3,311,896 | -27.2% | 98,247 | -32.0% | 0.00% | -100.0% |
| Q4 2022 | $4,546,849 | +35.4% | 144,482 | +19.4% | 0.00% | – |
| Q3 2022 | $3,358,000 | +23.0% | 121,000 | +38.5% | 0.00% | – |
| Q2 2022 | $2,729,000 | -12.7% | 87,356 | +6.1% | 0.00% | – |
| Q1 2022 | $3,127,000 | -24.4% | 82,341 | -18.5% | 0.00% | – |
| Q4 2021 | $4,134,000 | +10.9% | 101,022 | +12.4% | 0.00% | – |
| Q3 2021 | $3,729,000 | +1.6% | 89,843 | +1.8% | 0.00% | – |
| Q2 2021 | $3,670,000 | -0.6% | 88,216 | -5.8% | 0.00% | – |
| Q1 2021 | $3,692,000 | -27.4% | 93,638 | -30.7% | 0.00% | -100.0% |
| Q4 2020 | $5,085,000 | -39.2% | 135,056 | -47.4% | 0.00% | 0.0% |
| Q3 2020 | $8,358,000 | +6.5% | 256,913 | -3.2% | 0.00% | 0.0% |
| Q2 2020 | $7,847,000 | +6.4% | 265,375 | -12.2% | 0.00% | 0.0% |
| Q1 2020 | $7,373,000 | -44.4% | 302,153 | -21.1% | 0.00% | -50.0% |
| Q4 2019 | $13,269,000 | +13.8% | 382,979 | +4.5% | 0.00% | 0.0% |
| Q3 2019 | $11,657,000 | -7.1% | 366,579 | -4.7% | 0.00% | 0.0% |
| Q2 2019 | $12,551,000 | +16.9% | 384,537 | +15.5% | 0.00% | 0.0% |
| Q1 2019 | $10,738,000 | +24.2% | 332,955 | +12.1% | 0.00% | 0.0% |
| Q4 2018 | $8,644,000 | -7.5% | 297,057 | +13.4% | 0.00% | +100.0% |
| Q3 2018 | $9,342,000 | -28.2% | 261,980 | -27.3% | 0.00% | -50.0% |
| Q2 2018 | $13,007,000 | +5.1% | 360,582 | +6.3% | 0.00% | 0.0% |
| Q1 2018 | $12,380,000 | +70.6% | 339,075 | +71.2% | 0.00% | +100.0% |
| Q4 2017 | $7,257,000 | +5.3% | 198,115 | +2.9% | 0.00% | 0.0% |
| Q3 2017 | $6,894,000 | +9.6% | 192,460 | +2.9% | 0.00% | 0.0% |
| Q2 2017 | $6,290,000 | +9.8% | 187,052 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $5,726,000 | +14.7% | 182,770 | +6.5% | 0.00% | 0.0% |
| Q4 2016 | $4,993,000 | -8.9% | 171,571 | -3.3% | 0.00% | 0.0% |
| Q3 2016 | $5,479,000 | +1.8% | 177,443 | -5.0% | 0.00% | 0.0% |
| Q2 2016 | $5,380,000 | -0.2% | 186,828 | +0.4% | 0.00% | 0.0% |
| Q1 2016 | $5,389,000 | +469.1% | 186,150 | +466.5% | 0.00% | – |
| Q4 2015 | $947,000 | +31.5% | 32,858 | +30.2% | 0.00% | – |
| Q3 2015 | $720,000 | -13.0% | 25,240 | -4.6% | 0.00% | – |
| Q2 2015 | $828,000 | +33.5% | 26,444 | +28.6% | 0.00% | – |
| Q1 2015 | $620,000 | -37.8% | 20,556 | -40.5% | 0.00% | – |
| Q4 2014 | $996,000 | +9860.0% | 34,539 | +11224.3% | 0.00% | – |
| Q2 2014 | $10,000 | -16.7% | 305 | -16.0% | 0.00% | – |
| Q1 2014 | $12,000 | -96.2% | 363 | -96.3% | 0.00% | – |
| Q4 2013 | $316,000 | +6.8% | 9,909 | +3.2% | 0.00% | – |
| Q3 2013 | $296,000 | +86.2% | 9,598 | +63.3% | 0.00% | – |
| Q2 2013 | $159,000 | – | 5,878 | – | 0.00% | – |
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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% |