SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,173 | -10.4% | 14,176 | -6.2% | 0.01% | -11.1% |
| Q2 2023 | $510,363 | -1.0% | 15,113 | -1.1% | 0.01% | -18.2% |
| Q1 2023 | $515,342 | +1.8% | 15,288 | -5.0% | 0.01% | 0.0% |
| Q4 2022 | $506,243 | +45.1% | 16,087 | +28.1% | 0.01% | +37.5% |
| Q3 2022 | $349,000 | +21.2% | 12,560 | +36.2% | 0.01% | +33.3% |
| Q2 2022 | $288,000 | -47.3% | 9,222 | -35.9% | 0.01% | -40.0% |
| Q1 2022 | $546,000 | -14.8% | 14,387 | -8.1% | 0.01% | -9.1% |
| Q4 2021 | $641,000 | +78.6% | 15,662 | +81.4% | 0.01% | +57.1% |
| Q3 2021 | $359,000 | -6.5% | 8,635 | -6.5% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | +7.0% | 9,235 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $359,000 | +5.0% | 9,098 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | +17.9% | 9,097 | +2.0% | 0.01% | 0.0% |
| Q3 2020 | $290,000 | -11.9% | 8,922 | -19.8% | 0.01% | -12.5% |
| Q2 2020 | $329,000 | +10.4% | 11,124 | -8.8% | 0.01% | -11.1% |
| Q1 2020 | $298,000 | – | 12,199 | – | 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% |