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 | $673,670 | -76.1% | 20,889 | -75.0% | 0.00% | -50.0% |
| Q2 2023 | $2,820,166 | +53.0% | 83,511 | +52.8% | 0.00% | +100.0% |
| Q1 2023 | $1,842,858 | -42.4% | 54,668 | -46.3% | 0.00% | -66.7% |
| Q4 2022 | $3,201,191 | -21.5% | 101,722 | -30.8% | 0.00% | -25.0% |
| Q3 2022 | $4,077,000 | +141.0% | 146,922 | +171.2% | 0.00% | +300.0% |
| Q2 2022 | $1,692,000 | +275.2% | 54,170 | +356.4% | 0.00% | – |
| Q1 2022 | $451,000 | -77.5% | 11,870 | -75.7% | 0.00% | -100.0% |
| Q4 2021 | $2,003,000 | +165.6% | 48,942 | +169.5% | 0.00% | 0.0% |
| Q3 2021 | $754,000 | -27.0% | 18,160 | -26.9% | 0.00% | 0.0% |
| Q2 2021 | $1,033,000 | -56.4% | 24,838 | -58.7% | 0.00% | -50.0% |
| Q1 2021 | $2,369,000 | +358.2% | 60,109 | +337.8% | 0.00% | – |
| Q4 2020 | $517,000 | -14.8% | 13,730 | -26.5% | 0.00% | -100.0% |
| Q3 2020 | $607,000 | +137.1% | 18,671 | +115.5% | 0.00% | – |
| Q2 2020 | $256,000 | -94.3% | 8,665 | -95.3% | 0.00% | -100.0% |
| Q1 2020 | $4,495,000 | +509.1% | 184,223 | +765.3% | 0.01% | +400.0% |
| Q4 2019 | $738,000 | -43.4% | 21,290 | -48.0% | 0.00% | 0.0% |
| Q3 2019 | $1,303,000 | -62.8% | 40,980 | -61.8% | 0.00% | -66.7% |
| Q2 2019 | $3,503,000 | – | 107,333 | – | 0.00% | – |
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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% |