SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,377 | -6.2% | 18,616 | -1.8% | 0.07% | -4.3% |
| Q2 2023 | $640,085 | +12.9% | 18,954 | +12.7% | 0.07% | +7.7% |
| Q1 2023 | $567,111 | +9.1% | 16,823 | +1.9% | 0.06% | -4.4% |
| Q4 2022 | $519,696 | +15.0% | 16,514 | +1.5% | 0.07% | +4.6% |
| Q3 2022 | $452,000 | -6.8% | 16,277 | +4.9% | 0.06% | -3.0% |
| Q2 2022 | $485,000 | -20.8% | 15,514 | +3.8% | 0.07% | 0.0% |
| Q4 2021 | $612,000 | +12.3% | 14,941 | +13.8% | 0.07% | -10.7% |
| Q3 2021 | $545,000 | -55.4% | 13,124 | -64.7% | 0.08% | -77.1% |
| Q2 2019 | $1,221,000 | -19.5% | 37,230 | -12.5% | 0.33% | -37.4% |
| Q3 2018 | $1,517,000 | +31.8% | 42,544 | +35.3% | 0.52% | +20.2% |
| Q4 2017 | $1,151,000 | +42.3% | 31,446 | +39.2% | 0.44% | +38.9% |
| Q3 2017 | $809,000 | – | 22,593 | – | 0.31% | – |
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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% |