SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 260 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $132,216 | -0.9% | 3,716 | +0.5% | 0.00% | -71.4% |
| Q1 2024 | $133,386 | +181.7% | 3,699 | +172.6% | 0.01% | +133.3% |
| Q4 2023 | $47,346 | -67.4% | 1,357 | -69.9% | 0.00% | -25.0% |
| Q3 2023 | $145,319 | +898.4% | 4,506 | +945.5% | 0.00% | +300.0% |
| Q2 2023 | $14,555 | +120.3% | 431 | +119.9% | 0.00% | – |
| Q1 2023 | $6,608 | -55.1% | 196 | -58.1% | 0.00% | -100.0% |
| Q4 2022 | $14,728 | +13.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | +400.0% | 468 | +559.2% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 71 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -98.4% | 71 | -98.6% | 0.00% | -100.0% |
| Q1 2020 | $124,000 | – | 5,096 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 849,346 | $35,333,000 | 12.73% |
| Southern Wealth Management, LLP | 436,169 | $18,576,000 | 5.36% |
| Tradewinds Capital Management, LLC | 618,483 | $25,729,000 | 4.71% |
| Strategic Financial Planning, Inc. | 150,343 | $6,254,000 | 4.51% |
| Northwest Capital Management Inc | 181,387 | $7,693,000 | 4.33% |
| Johnson Financial Group, LLC | 516,798 | $21,499,000 | 4.17% |
| Savant Capital, LLC | 2,390,532 | $99,446,000 | 4.01% |
| Brand Asset Management Group, Inc. | 193,136 | $8,034,000 | 3.90% |
| ACT WEALTH MANAGEMENT, LLC | 144,118 | $5,995,000 | 3.70% |
| MATHER GROUP, LLC. | 3,397,822 | $141,349,000 | 3.57% |