SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,503 | -92.6% | 21,643 | -92.4% | 0.00% | -100.0% |
| Q2 2023 | $9,851,549 | +1046.3% | 284,152 | +943.8% | 0.00% | – |
| Q4 2022 | $859,445 | +1.2% | 27,223 | -2.0% | 0.00% | – |
| Q3 2022 | $849,000 | -12.8% | 27,781 | -9.2% | 0.00% | – |
| Q2 2022 | $974,000 | -22.2% | 30,604 | -5.8% | 0.00% | -100.0% |
| Q1 2022 | $1,252,000 | -3.6% | 32,477 | +2.4% | 0.00% | 0.0% |
| Q4 2021 | $1,299,000 | +8.6% | 31,712 | +15.9% | 0.00% | 0.0% |
| Q3 2021 | $1,196,000 | +4.6% | 27,358 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $1,143,000 | +15.0% | 26,654 | +9.3% | 0.00% | 0.0% |
| Q1 2021 | $994,000 | +4.1% | 24,383 | -2.6% | 0.00% | 0.0% |
| Q4 2020 | $955,000 | +9.6% | 25,038 | -5.2% | 0.00% | 0.0% |
| Q3 2020 | $871,000 | +7.1% | 26,421 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $813,000 | +33.7% | 27,028 | +4.8% | 0.00% | 0.0% |
| Q1 2020 | $608,000 | -6.0% | 25,789 | +38.1% | 0.00% | – |
| Q4 2019 | $647,000 | +0.3% | 18,672 | -8.0% | 0.00% | -100.0% |
| Q3 2019 | $645,000 | +12.6% | 20,289 | +15.5% | 0.00% | – |
| Q2 2019 | $573,000 | +8.5% | 17,562 | +7.3% | 0.00% | – |
| Q1 2019 | $528,000 | +17.1% | 16,371 | +5.5% | 0.00% | – |
| Q4 2018 | $451,000 | -13.6% | 15,513 | +6.0% | 0.00% | – |
| Q3 2018 | $522,000 | -5.6% | 14,639 | -4.6% | 0.00% | – |
| Q2 2018 | $553,000 | +1.1% | 15,351 | +2.5% | 0.00% | – |
| Q1 2018 | $547,000 | +14.4% | 14,970 | +14.7% | 0.00% | – |
| Q4 2017 | $478,000 | +3.7% | 13,048 | +1.4% | 0.00% | – |
| Q3 2017 | $461,000 | +5.0% | 12,871 | -1.4% | 0.00% | – |
| Q2 2017 | $439,000 | -34.7% | 13,060 | -39.1% | 0.00% | -100.0% |
| Q1 2017 | $672,000 | -0.9% | 21,441 | -7.4% | 0.00% | 0.0% |
| Q4 2016 | $678,000 | -2.3% | 23,149 | +3.1% | 0.00% | 0.0% |
| Q3 2016 | $694,000 | +12.7% | 22,451 | +5.0% | 0.00% | 0.0% |
| Q2 2016 | $616,000 | +1.0% | 21,378 | +1.5% | 0.00% | 0.0% |
| Q1 2016 | $610,000 | -7.9% | 21,065 | -8.3% | 0.00% | 0.0% |
| Q4 2015 | $662,000 | -5.8% | 22,974 | -6.8% | 0.00% | 0.0% |
| Q3 2015 | $703,000 | -11.6% | 24,656 | -2.9% | 0.00% | 0.0% |
| Q2 2015 | $795,000 | +4.3% | 25,390 | +0.6% | 0.00% | 0.0% |
| Q1 2015 | $762,000 | +18.9% | 25,249 | +13.4% | 0.00% | 0.0% |
| Q4 2014 | $641,000 | -24.3% | 22,258 | -17.7% | 0.00% | 0.0% |
| Q3 2014 | $847,000 | -10.7% | 27,043 | -2.4% | 0.00% | 0.0% |
| Q2 2014 | $949,000 | +5.4% | 27,695 | +1.7% | 0.00% | 0.0% |
| Q1 2014 | $900,000 | +3.2% | 27,240 | -0.2% | 0.00% | 0.0% |
| Q4 2013 | $872,000 | +2.2% | 27,303 | -1.3% | 0.00% | 0.0% |
| Q3 2013 | $853,000 | +12.1% | 27,650 | -1.8% | 0.00% | 0.0% |
| Q2 2013 | $761,000 | – | 28,154 | – | 0.00% | – |
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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% |