SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,573,651 | -12.1% | 141,819 | -8.0% | 0.00% | 0.0% |
| Q2 2023 | $5,203,075 | -2.4% | 154,074 | -2.6% | 0.00% | -50.0% |
| Q1 2023 | $5,331,385 | +19.6% | 158,154 | +11.6% | 0.00% | +100.0% |
| Q4 2022 | $4,458,170 | +15.8% | 141,664 | +2.1% | 0.00% | 0.0% |
| Q3 2022 | $3,850,000 | -17.1% | 138,707 | -6.8% | 0.00% | 0.0% |
| Q2 2022 | $4,646,000 | -18.0% | 148,775 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $5,667,000 | -17.9% | 149,234 | -11.5% | 0.00% | -50.0% |
| Q4 2021 | $6,899,000 | -9.7% | 168,545 | -8.4% | 0.00% | 0.0% |
| Q3 2021 | $7,639,000 | +5.8% | 183,959 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $7,218,000 | -3.6% | 173,514 | -8.7% | 0.00% | 0.0% |
| Q1 2021 | $7,490,000 | +13.1% | 190,020 | +8.0% | 0.00% | 0.0% |
| Q4 2020 | $6,625,000 | +90.8% | 175,949 | +64.8% | 0.00% | +100.0% |
| Q3 2020 | $3,472,000 | +10.7% | 106,741 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $3,137,000 | +33.3% | 106,085 | +10.0% | 0.00% | 0.0% |
| Q1 2020 | $2,353,000 | +234.7% | 96,432 | +375.0% | 0.00% | – |
| Q4 2019 | $703,000 | +70.6% | 20,303 | +56.9% | 0.00% | – |
| Q3 2019 | $412,000 | -74.2% | 12,940 | -73.5% | 0.00% | – |
| Q2 2019 | $1,594,000 | -8.1% | 48,814 | -9.2% | 0.00% | -100.0% |
| Q1 2019 | $1,734,000 | -17.5% | 53,761 | -25.6% | 0.00% | 0.0% |
| Q4 2018 | $2,102,000 | -18.5% | 72,251 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $2,578,000 | -44.9% | 72,300 | -44.3% | 0.00% | 0.0% |
| Q2 2018 | $4,683,000 | +64.3% | 129,842 | +66.3% | 0.00% | 0.0% |
| Q1 2018 | $2,850,000 | +12.6% | 78,058 | +12.9% | 0.00% | 0.0% |
| Q4 2017 | $2,532,000 | +4.4% | 69,117 | +2.1% | 0.00% | 0.0% |
| Q3 2017 | $2,426,000 | -34.5% | 67,717 | -38.5% | 0.00% | 0.0% |
| Q2 2017 | $3,703,000 | +100.2% | 110,106 | +86.5% | 0.00% | 0.0% |
| Q1 2017 | $1,850,000 | +62.7% | 59,052 | +51.1% | 0.00% | – |
| Q4 2016 | $1,137,000 | +3345.5% | 39,076 | +3555.4% | 0.00% | – |
| Q3 2016 | $33,000 | +312.5% | 1,069 | +291.6% | 0.00% | – |
| Q2 2016 | $8,000 | -42.9% | 273 | -42.8% | 0.00% | – |
| Q1 2016 | $14,000 | -93.3% | 477 | -93.4% | 0.00% | – |
| Q4 2015 | $208,000 | +530.3% | 7,215 | +524.7% | 0.00% | – |
| Q3 2015 | $33,000 | -97.4% | 1,155 | -97.1% | 0.00% | – |
| Q2 2015 | $1,253,000 | +194.1% | 40,032 | +183.6% | 0.00% | – |
| Q1 2015 | $426,000 | +21200.0% | 14,114 | +18973.0% | 0.00% | – |
| Q4 2014 | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q3 2014 | $2,000 | -33.3% | 74 | 0.0% | 0.00% | – |
| Q2 2014 | $3,000 | +50.0% | 74 | 0.0% | 0.00% | – |
| Q1 2014 | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q4 2013 | $2,000 | -99.9% | 74 | -99.9% | 0.00% | -100.0% |
| Q3 2013 | $1,796,000 | +11.2% | 58,237 | -2.6% | 0.00% | 0.0% |
| Q2 2013 | $1,615,000 | – | 59,786 | – | 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% |