SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,117 | -19.6% | 1,523 | -15.9% | 0.00% | – |
| Q2 2023 | $61,124 | -81.6% | 1,810 | -81.7% | 0.00% | -100.0% |
| Q1 2023 | $332,515 | +159.0% | 9,864 | +141.8% | 0.00% | 0.0% |
| Q4 2022 | $128,385 | +20.0% | 4,080 | +5.7% | 0.00% | – |
| Q3 2022 | $107,000 | +1088.9% | 3,860 | +1288.5% | 0.00% | – |
| Q2 2022 | $9,000 | -60.9% | 278 | -54.4% | 0.00% | – |
| Q1 2022 | $23,000 | +155.6% | 610 | +179.8% | 0.00% | – |
| Q4 2021 | $9,000 | +28.6% | 218 | +27.5% | 0.00% | – |
| Q3 2021 | $7,000 | -56.2% | 171 | -55.4% | 0.00% | – |
| Q2 2021 | $16,000 | +45.5% | 383 | +33.0% | 0.00% | – |
| Q1 2021 | $11,000 | -68.6% | 288 | -69.4% | 0.00% | – |
| Q4 2020 | $35,000 | +66.7% | 940 | +46.2% | 0.00% | – |
| Q3 2020 | $21,000 | +50.0% | 643 | +36.2% | 0.00% | – |
| Q2 2020 | $14,000 | -99.7% | 472 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $4,874,000 | +60825.0% | 199,736 | +86365.8% | 0.03% | – |
| Q4 2019 | $8,000 | +14.3% | 231 | -1.7% | 0.00% | – |
| Q3 2019 | $7,000 | -12.5% | 235 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | -85.2% | 235 | -85.8% | 0.00% | – |
| Q1 2019 | $54,000 | -1.8% | 1,660 | -12.9% | 0.00% | – |
| Q4 2018 | $55,000 | -56.0% | 1,905 | -45.8% | 0.00% | -100.0% |
| Q3 2018 | $125,000 | -1.6% | 3,515 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $127,000 | -3.1% | 3,515 | -2.2% | 0.00% | 0.0% |
| Q1 2018 | $131,000 | – | 3,595 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 785,987 | $29,592,000 | 13.75% |
| Southern Wealth Management, LLP | 413,400 | $15,565,000 | 5.90% |
| Northwest Capital Management Inc | 197,819 | $7,447,000 | 5.54% |
| Savant Capital, LLC | 2,369,368 | $89,207,000 | 5.19% |
| Strategic Financial Planning, Inc. | 149,100 | $5,614,000 | 4.92% |
| Tradewinds Capital Management, LLC | 546,235 | $20,566,000 | 4.45% |
| Johnson Financial Group, LLC | 405,289 | $15,259,000 | 4.14% |
| Brand Asset Management Group, Inc. | 187,652 | $7,065,000 | 3.97% |
| MATHER GROUP, LLC. | 2,955,552 | $111,277,000 | 3.63% |
| ACT WEALTH MANAGEMENT, LLC | 146,471 | $5,515,000 | 3.54% |