SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,158,060 | -3.9% | 97,924 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $3,285,763 | +1.1% | 97,298 | +1.0% | 0.00% | -20.0% |
| Q1 2023 | $3,248,855 | +8.9% | 96,377 | +1.7% | 0.01% | +25.0% |
| Q4 2022 | $2,983,595 | -39.4% | 94,808 | -46.6% | 0.00% | -50.0% |
| Q3 2022 | $4,926,000 | -12.2% | 177,527 | -1.2% | 0.01% | -11.1% |
| Q2 2022 | $5,613,000 | -13.9% | 179,715 | +4.7% | 0.01% | 0.0% |
| Q1 2022 | $6,520,000 | -11.0% | 171,699 | -4.1% | 0.01% | -10.0% |
| Q4 2021 | $7,325,000 | +1.6% | 178,966 | +3.0% | 0.01% | -9.1% |
| Q3 2021 | $7,212,000 | +0.9% | 173,709 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $7,150,000 | +6.6% | 171,868 | +1.0% | 0.01% | 0.0% |
| Q1 2021 | $6,707,000 | +25.5% | 170,136 | +19.9% | 0.01% | +10.0% |
| Q4 2020 | $5,344,000 | +24.2% | 141,934 | +7.3% | 0.01% | +11.1% |
| Q3 2020 | $4,302,000 | +63.4% | 132,244 | +48.6% | 0.01% | +50.0% |
| Q2 2020 | $2,632,000 | +110.4% | 89,001 | +73.6% | 0.01% | +100.0% |
| Q1 2020 | $1,251,000 | -26.6% | 51,265 | +4.2% | 0.00% | -25.0% |
| Q4 2019 | $1,704,000 | +60.8% | 49,195 | +47.3% | 0.00% | +33.3% |
| Q3 2019 | $1,060,000 | +19.8% | 33,405 | +23.3% | 0.00% | +50.0% |
| Q2 2019 | $885,000 | +14.9% | 27,095 | +13.3% | 0.00% | 0.0% |
| Q1 2019 | $770,000 | -14.3% | 23,911 | -22.5% | 0.00% | -33.3% |
| Q4 2018 | $898,000 | – | 30,859 | – | 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% |