SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,338 | +506.3% | 2,057 | +534.9% | 0.00% | – |
| Q2 2023 | $10,942 | +80.3% | 324 | +80.0% | 0.00% | – |
| Q1 2023 | $6,068 | +502.6% | 180 | +462.5% | 0.00% | – |
| Q4 2022 | $1,007 | -74.8% | 32 | -76.8% | 0.00% | – |
| Q2 2022 | $4,000 | +33.3% | 138 | +74.7% | 0.00% | – |
| Q1 2022 | $3,000 | -40.0% | 79 | -36.8% | 0.00% | – |
| Q4 2021 | $5,000 | -99.2% | 125 | -99.2% | 0.00% | – |
| Q3 2021 | $644,000 | +1029.8% | 15,519 | +1027.8% | 0.00% | – |
| Q2 2021 | $57,000 | +375.0% | 1,376 | +358.7% | 0.00% | – |
| Q1 2021 | $12,000 | -14.3% | 300 | -20.0% | 0.00% | – |
| Q4 2020 | $14,000 | +40.0% | 375 | +21.8% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 308 | +2.7% | 0.00% | – |
| Q2 2020 | $9,000 | +28.6% | 300 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 300 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -94.1% | 300 | -94.3% | 0.00% | – |
| Q3 2019 | $169,000 | -2.3% | 5,300 | 0.0% | 0.00% | – |
| Q2 2019 | $173,000 | +1.2% | 5,300 | 0.0% | 0.00% | – |
| Q1 2019 | $171,000 | +10.3% | 5,300 | -0.6% | 0.00% | – |
| Q4 2018 | $155,000 | -18.0% | 5,334 | +0.6% | 0.00% | – |
| Q3 2018 | $189,000 | -1.0% | 5,300 | 0.0% | 0.00% | – |
| Q2 2018 | $191,000 | -0.5% | 5,300 | 0.0% | 0.00% | – |
| Q1 2018 | $192,000 | -1.0% | 5,300 | 0.0% | 0.00% | – |
| Q4 2017 | $194,000 | +2.1% | 5,300 | 0.0% | 0.00% | – |
| Q3 2017 | $190,000 | +6.7% | 5,300 | 0.0% | 0.00% | – |
| Q2 2017 | $178,000 | +7.2% | 5,300 | 0.0% | 0.00% | – |
| Q1 2017 | $166,000 | +7.8% | 5,300 | 0.0% | 0.00% | – |
| Q4 2016 | $154,000 | -6.1% | 5,300 | 0.0% | 0.00% | – |
| Q3 2016 | $164,000 | +7.2% | 5,300 | -0.0% | 0.00% | – |
| Q2 2016 | $153,000 | 0.0% | 5,301 | +0.0% | 0.00% | – |
| Q1 2016 | $153,000 | 0.0% | 5,300 | 0.0% | 0.00% | – |
| Q4 2015 | $153,000 | +1.3% | 5,300 | 0.0% | 0.00% | – |
| Q3 2015 | $151,000 | -9.0% | 5,300 | 0.0% | 0.00% | – |
| Q2 2015 | $166,000 | +9.9% | 5,300 | +6.0% | 0.00% | – |
| Q1 2015 | $151,000 | +4.9% | 5,000 | 0.0% | 0.00% | – |
| Q4 2014 | $144,000 | -8.3% | 5,000 | 0.0% | 0.00% | – |
| Q3 2014 | $157,000 | -8.2% | 5,000 | 0.0% | 0.00% | – |
| Q2 2014 | $171,000 | – | 5,000 | – | 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% |