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 | $37,264,762 | +58.8% | 1,155,496 | +66.3% | 0.98% | +63.8% |
| Q2 2023 | $23,462,089 | +0.6% | 694,761 | +0.4% | 0.60% | -4.9% |
| Q1 2023 | $23,326,691 | +130.4% | 691,981 | +115.1% | 0.63% | +118.5% |
| Q4 2022 | $10,125,073 | +14.2% | 321,737 | -0.6% | 0.29% | +4.4% |
| Q3 2022 | $8,865,000 | -12.9% | 323,546 | -0.7% | 0.28% | -9.8% |
| Q2 2022 | $10,177,000 | -57.6% | 325,857 | -48.5% | 0.30% | -53.6% |
| Q1 2022 | $24,010,000 | -15.0% | 632,346 | -8.4% | 0.66% | -13.1% |
| Q4 2021 | $28,259,000 | +1.8% | 690,419 | +3.3% | 0.76% | -8.2% |
| Q3 2021 | $27,750,000 | -30.3% | 668,350 | -30.1% | 0.82% | -30.8% |
| Q2 2021 | $39,800,000 | +14.0% | 956,727 | +8.0% | 1.19% | +4.3% |
| Q1 2021 | $34,904,000 | +28.1% | 885,450 | +22.3% | 1.14% | +17.6% |
| Q4 2020 | $27,252,000 | +83.6% | 723,818 | +58.6% | 0.97% | +61.7% |
| Q3 2020 | $14,844,000 | +12.3% | 456,327 | +11.5% | 0.60% | +9.3% |
| Q2 2020 | $13,224,000 | +52.2% | 409,288 | +14.9% | 0.55% | +16.8% |
| Q1 2020 | $8,689,000 | +60.7% | 356,123 | +128.2% | 0.47% | +101.3% |
| Q4 2019 | $5,408,000 | +48.8% | 156,076 | +40.2% | 0.23% | +30.0% |
| Q3 2019 | $3,634,000 | 0.0% | 111,325 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $3,634,000 | +510.8% | 111,325 | +503.7% | 0.18% | +181.2% |
| Q1 2019 | $595,000 | -75.8% | 18,439 | -78.2% | 0.06% | -60.0% |
| Q4 2018 | $2,457,000 | -57.2% | 84,446 | -47.6% | 0.16% | -53.2% |
| Q3 2018 | $5,743,000 | +1.2% | 161,055 | +2.4% | 0.34% | +0.3% |
| Q2 2018 | $5,675,000 | -30.6% | 157,325 | -29.8% | 0.34% | -30.5% |
| Q1 2018 | $8,183,000 | +73.7% | 224,119 | +74.3% | 0.49% | +77.9% |
| Q4 2017 | $4,711,000 | +7.5% | 128,606 | +5.1% | 0.28% | +3.0% |
| Q3 2017 | $4,383,000 | +7.2% | 122,373 | +0.6% | 0.27% | +5.1% |
| Q2 2017 | $4,090,000 | +155.8% | 121,612 | +138.2% | 0.26% | +142.9% |
| Q1 2017 | $1,599,000 | – | 51,046 | – | 0.10% | – |
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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% |