SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,748 | +15.6% | 3,930 | +21.0% | 0.02% | +15.4% |
| Q2 2023 | $109,646 | +106.9% | 3,247 | +106.6% | 0.01% | +85.7% |
| Q1 2023 | $52,982 | +29.3% | 1,572 | +20.6% | 0.01% | +16.7% |
| Q4 2022 | $40,990 | +95.2% | 1,303 | +69.4% | 0.01% | +100.0% |
| Q3 2022 | $21,000 | -8.7% | 769 | +2.3% | 0.00% | -25.0% |
| Q2 2022 | $23,000 | +21.1% | 752 | +51.6% | 0.00% | +33.3% |
| Q1 2022 | $19,000 | +11.8% | 496 | +18.1% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +466.7% | 420 | +431.6% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 79 | -8.1% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 86 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 85 | +18.1% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -60.0% | 72 | -50.3% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | +150.0% | 145 | +104.2% | 0.00% | +100.0% |
| Q3 2019 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 71 | +26.8% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 56 | -1.8% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 57 | +3.6% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 55 | – | 0.00% | – |
Download | ||||||
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% |