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 | $7,331 | +1.2% | 227,290 | +6.0% | 1.28% | +5.3% |
| Q2 2023 | $7,242 | +3.5% | 214,427 | +4.6% | 1.22% | -1.1% |
| Q1 2023 | $6,996 | +10.3% | 204,910 | +6.8% | 1.23% | +8.3% |
| Q4 2022 | $6,340 | -99.8% | 191,934 | +75.3% | 1.14% | +75.5% |
| Q3 2022 | $3,113,000 | -40.1% | 109,489 | -34.3% | 0.65% | -40.9% |
| Q2 2022 | $5,195,000 | +17.5% | 166,529 | +43.0% | 1.10% | +29.4% |
| Q1 2022 | $4,423,000 | +8.9% | 116,471 | +17.4% | 0.85% | +13.1% |
| Q4 2021 | $4,061,000 | +13.6% | 99,212 | +15.2% | 0.75% | +15.8% |
| Q3 2021 | $3,576,000 | +14.8% | 86,131 | +15.0% | 0.65% | +13.9% |
| Q2 2021 | $3,114,000 | +30.8% | 74,867 | +24.0% | 0.57% | +22.2% |
| Q1 2021 | $2,380,000 | +64.6% | 60,366 | +57.2% | 0.46% | +53.5% |
| Q4 2020 | $1,446,000 | +27.3% | 38,395 | +10.0% | 0.30% | +16.5% |
| Q3 2020 | $1,136,000 | +2.6% | 34,907 | -6.7% | 0.26% | +2.0% |
| Q2 2020 | $1,107,000 | +16.6% | 37,433 | -3.7% | 0.26% | -2.7% |
| Q1 2020 | $949,000 | -39.3% | 38,874 | -13.8% | 0.26% | -33.0% |
| Q4 2019 | $1,563,000 | +23.2% | 45,117 | +13.1% | 0.39% | +12.4% |
| Q3 2019 | $1,269,000 | +18.6% | 39,907 | +21.7% | 0.35% | +18.4% |
| Q2 2019 | $1,070,000 | +55.7% | 32,788 | +53.9% | 0.29% | +49.2% |
| Q1 2019 | $687,000 | +77.1% | 21,303 | +59.8% | 0.20% | +56.3% |
| Q4 2018 | $388,000 | +22.4% | 13,332 | +50.1% | 0.13% | +14.5% |
| Q3 2018 | $317,000 | +67.7% | 8,881 | +69.6% | 0.11% | +52.8% |
| Q2 2018 | $189,000 | -1.0% | 5,237 | 0.0% | 0.07% | +1.4% |
| Q1 2018 | $191,000 | -2.1% | 5,237 | -1.9% | 0.07% | +4.4% |
| Q4 2017 | $195,000 | +1.6% | 5,337 | -0.6% | 0.07% | +3.0% |
| Q3 2017 | $192,000 | +3.8% | 5,368 | -2.3% | 0.07% | 0.0% |
| Q2 2017 | $185,000 | +4.5% | 5,493 | -2.7% | 0.07% | -1.5% |
| Q1 2017 | $177,000 | -7.8% | 5,643 | -14.6% | 0.07% | -23.9% |
| Q4 2016 | $192,000 | -5.9% | 6,609 | 0.0% | 0.09% | -16.2% |
| Q3 2016 | $204,000 | +7.4% | 6,609 | 0.0% | 0.10% | +6.1% |
| Q2 2016 | $190,000 | -2.1% | 6,609 | -1.1% | 0.10% | -4.8% |
| Q1 2016 | $194,000 | -21.5% | 6,685 | -21.9% | 0.10% | -28.8% |
| Q4 2015 | $247,000 | +38.0% | 8,561 | +36.4% | 0.15% | +35.2% |
| Q3 2015 | $179,000 | -33.9% | 6,278 | -27.5% | 0.11% | -29.4% |
| Q2 2015 | $271,000 | +4.6% | 8,658 | +0.8% | 0.15% | 0.0% |
| Q1 2015 | $259,000 | -56.8% | 8,593 | -54.3% | 0.15% | -66.2% |
| Q4 2014 | $600,000 | – | 18,791 | – | 0.45% | – |
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% |