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 | $10,495,196 | -8.2% | 325,432 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $11,438,069 | +0.3% | 338,704 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $11,401,355 | +3.0% | 338,218 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $11,065,129 | -13.2% | 351,608 | -23.4% | 0.00% | -50.0% |
| Q3 2022 | $12,745,000 | +6.4% | 459,259 | +19.8% | 0.00% | 0.0% |
| Q2 2022 | $11,973,000 | +24.1% | 383,374 | +50.9% | 0.00% | +100.0% |
| Q1 2022 | $9,646,000 | -8.4% | 254,053 | -1.2% | 0.00% | 0.0% |
| Q4 2021 | $10,528,000 | +7.3% | 257,219 | +8.8% | 0.00% | 0.0% |
| Q3 2021 | $9,816,000 | +0.4% | 236,409 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $9,775,000 | +14.9% | 234,983 | +8.9% | 0.00% | 0.0% |
| Q1 2021 | $8,508,000 | +17.6% | 215,849 | +12.3% | 0.00% | 0.0% |
| Q4 2020 | $7,237,000 | +7.6% | 192,207 | -7.0% | 0.00% | 0.0% |
| Q3 2020 | $6,725,000 | +2.3% | 206,728 | -7.0% | 0.00% | 0.0% |
| Q2 2020 | $6,573,000 | +57.8% | 222,298 | +30.2% | 0.00% | 0.0% |
| Q1 2020 | $4,166,000 | -9.3% | 170,727 | +28.7% | 0.00% | 0.0% |
| Q4 2019 | $4,595,000 | +6.4% | 132,605 | -2.3% | 0.00% | 0.0% |
| Q3 2019 | $4,317,000 | -20.0% | 135,771 | -17.8% | 0.00% | 0.0% |
| Q2 2019 | $5,394,000 | +7.6% | 165,221 | +6.3% | 0.00% | 0.0% |
| Q1 2019 | $5,014,000 | +17.2% | 155,478 | +5.8% | 0.00% | 0.0% |
| Q4 2018 | $4,278,000 | -24.8% | 147,008 | -7.9% | 0.00% | 0.0% |
| Q3 2018 | $5,691,000 | +1.1% | 159,590 | +2.3% | 0.00% | -50.0% |
| Q2 2018 | $5,628,000 | -3.0% | 156,033 | -1.9% | 0.00% | 0.0% |
| Q1 2018 | $5,805,000 | +11.0% | 158,981 | +11.3% | 0.00% | +100.0% |
| Q4 2017 | $5,230,000 | +13.8% | 142,807 | +11.3% | 0.00% | 0.0% |
| Q3 2017 | $4,597,000 | +20.8% | 128,335 | +13.5% | 0.00% | 0.0% |
| Q2 2017 | $3,804,000 | -40.0% | 113,111 | -44.1% | 0.00% | 0.0% |
| Q1 2017 | $6,340,000 | +10.2% | 202,358 | +2.3% | 0.00% | 0.0% |
| Q4 2016 | $5,754,000 | +1084.0% | 197,778 | +1157.6% | 0.00% | – |
| Q3 2016 | $486,000 | +22.4% | 15,727 | +13.8% | 0.00% | – |
| Q2 2016 | $397,000 | -7.9% | 13,817 | -7.3% | 0.00% | – |
| Q1 2016 | $431,000 | -70.3% | 14,912 | -70.4% | 0.00% | -100.0% |
| Q4 2015 | $1,453,000 | +311.6% | 50,420 | +306.9% | 0.00% | – |
| Q3 2015 | $353,000 | -16.2% | 12,392 | -7.7% | 0.00% | – |
| Q2 2015 | $421,000 | +51.4% | 13,420 | +45.4% | 0.00% | – |
| Q1 2015 | $278,000 | +148.2% | 9,232 | +136.9% | 0.00% | – |
| Q4 2014 | $112,000 | +27.3% | 3,897 | +39.3% | 0.00% | – |
| Q3 2014 | $88,000 | -30.2% | 2,798 | -24.1% | 0.00% | – |
| Q2 2014 | $126,000 | +12.5% | 3,687 | +8.7% | 0.00% | – |
| Q1 2014 | $112,000 | +31.8% | 3,393 | +26.7% | 0.00% | – |
| Q4 2013 | $85,000 | – | 2,678 | – | 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% |