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 | $32,191,609 | -4.7% | 998,189 | -0.2% | 0.01% | -10.0% |
| Q2 2023 | $33,764,004 | -3.5% | 999,862 | -3.7% | 0.01% | -9.1% |
| Q1 2023 | $35,004,571 | +6.0% | 1,038,403 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $33,031,237 | +15.0% | 1,049,610 | +1.4% | 0.01% | +10.0% |
| Q3 2022 | $28,718,000 | -5.0% | 1,034,863 | +6.9% | 0.01% | -9.1% |
| Q2 2022 | $30,234,000 | -13.0% | 968,106 | +5.8% | 0.01% | +10.0% |
| Q1 2022 | $34,760,000 | -3.3% | 915,434 | +4.3% | 0.01% | -9.1% |
| Q4 2021 | $35,929,000 | +4.0% | 877,807 | +5.5% | 0.01% | 0.0% |
| Q3 2021 | $34,544,000 | +1.7% | 831,976 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $33,971,000 | +5.4% | 816,592 | -0.1% | 0.01% | -8.3% |
| Q1 2021 | $32,224,000 | +2.6% | 817,443 | -2.0% | 0.01% | 0.0% |
| Q4 2020 | $31,397,000 | +11.3% | 833,904 | -3.8% | 0.01% | -7.7% |
| Q3 2020 | $28,205,000 | +5.4% | 867,048 | -4.2% | 0.01% | 0.0% |
| Q2 2020 | $26,752,000 | -10.0% | 904,691 | -25.7% | 0.01% | -23.5% |
| Q1 2020 | $29,729,000 | +100.7% | 1,218,393 | +185.0% | 0.02% | +112.5% |
| Q4 2019 | $14,812,000 | +8.1% | 427,464 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $13,703,000 | +1.5% | 430,881 | +4.2% | 0.01% | 0.0% |
| Q2 2019 | $13,496,000 | +0.8% | 413,469 | -0.4% | 0.01% | -11.1% |
| Q1 2019 | $13,395,000 | +11.3% | 415,332 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $12,040,000 | -11.1% | 413,724 | +8.9% | 0.01% | 0.0% |
| Q3 2018 | $13,543,000 | +2.6% | 379,768 | +3.8% | 0.01% | -10.0% |
| Q2 2018 | $13,196,000 | +0.4% | 365,820 | +1.6% | 0.01% | 0.0% |
| Q1 2018 | $13,149,000 | -0.3% | 360,130 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $13,192,000 | +2.3% | 360,130 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $12,900,000 | +1.1% | 360,130 | -5.1% | 0.01% | -8.3% |
| Q2 2017 | $12,763,000 | +4.6% | 379,491 | -2.6% | 0.01% | 0.0% |
| Q1 2017 | $12,204,000 | +7.8% | 389,522 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $11,325,000 | -2.8% | 389,142 | +3.1% | 0.01% | -14.3% |
| Q3 2016 | $11,651,000 | +7.0% | 377,279 | -0.2% | 0.01% | 0.0% |
| Q2 2016 | $10,889,000 | -1.5% | 378,152 | -1.0% | 0.01% | -6.7% |
| Q1 2016 | $11,055,000 | +5.3% | 381,863 | +5.0% | 0.02% | +7.1% |
| Q4 2015 | $10,495,000 | +6.6% | 363,510 | +5.4% | 0.01% | -6.7% |
| Q3 2015 | $9,841,000 | -4.5% | 344,806 | +4.7% | 0.02% | +7.1% |
| Q2 2015 | $10,307,000 | +6.7% | 329,186 | +2.7% | 0.01% | 0.0% |
| Q1 2015 | $9,664,000 | +6.5% | 320,399 | +1.9% | 0.01% | 0.0% |
| Q4 2014 | $9,073,000 | +4.5% | 314,462 | +13.5% | 0.01% | 0.0% |
| Q3 2014 | $8,686,000 | +0.2% | 277,128 | +9.6% | 0.01% | -6.7% |
| Q2 2014 | $8,665,000 | +11.1% | 252,834 | +7.0% | 0.02% | +7.1% |
| Q1 2014 | $7,801,000 | +17.2% | 236,316 | +13.4% | 0.01% | +7.7% |
| Q4 2013 | $6,655,000 | +42.4% | 208,467 | +38.7% | 0.01% | +30.0% |
| Q3 2013 | $4,675,000 | +99.4% | 150,290 | +75.3% | 0.01% | +100.0% |
| Q2 2013 | $2,344,000 | – | 85,754 | – | 0.01% | – |
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% |