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 | $4,894,481 | -14.3% | 151,766 | -10.3% | 0.20% | -10.2% |
| Q2 2023 | $5,714,000 | +2.4% | 169,222 | +2.2% | 0.22% | +0.4% |
| Q1 2023 | $5,582,000 | -35.1% | 165,577 | -39.4% | 0.22% | -32.5% |
| Q4 2022 | $8,602,000 | +98.7% | 273,345 | +75.2% | 0.33% | +79.5% |
| Q3 2022 | $4,330,000 | +16.1% | 156,052 | +30.7% | 0.18% | +24.2% |
| Q2 2022 | $3,728,000 | -1.8% | 119,379 | +19.4% | 0.15% | +15.5% |
| Q1 2022 | $3,797,000 | -37.4% | 100,005 | -32.5% | 0.13% | -32.5% |
| Q4 2021 | $6,065,000 | +66.1% | 148,166 | +68.4% | 0.19% | +49.2% |
| Q3 2021 | $3,652,000 | -14.8% | 87,962 | -14.6% | 0.13% | -6.6% |
| Q2 2021 | $4,285,000 | +23.0% | 103,019 | +16.5% | 0.14% | +16.1% |
| Q1 2021 | $3,485,000 | +67.4% | 88,406 | +59.9% | 0.12% | +68.6% |
| Q4 2020 | $2,082,000 | +31.4% | 55,288 | +13.6% | 0.07% | +20.7% |
| Q3 2020 | $1,584,000 | – | 48,689 | – | 0.06% | – |
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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% |