SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,020 | +6.4% | 82,400 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $1,898 | -99.9% | 80,200 | +14.6% | 0.00% | +50.0% |
| Q3 2022 | $1,568,000 | +119.0% | 70,000 | +148.2% | 0.00% | +100.0% |
| Q2 2022 | $716,000 | -72.8% | 28,200 | -68.3% | 0.00% | -66.7% |
| Q4 2021 | $2,636,000 | +137.5% | 89,000 | +145.9% | 0.00% | +200.0% |
| Q4 2020 | $1,110,000 | -39.4% | 36,200 | -47.2% | 0.00% | -50.0% |
| Q3 2020 | $1,833,000 | +178.1% | 68,500 | +172.9% | 0.00% | +100.0% |
| Q2 2019 | $659,000 | -58.2% | 25,100 | -62.5% | 0.00% | -50.0% |
| Q4 2018 | $1,575,000 | +121.8% | 66,955 | +142.6% | 0.00% | +100.0% |
| Q3 2018 | $710,000 | +22.4% | 27,600 | +23.2% | 0.00% | – |
| Q2 2018 | $580,000 | -15.3% | 22,400 | -8.6% | 0.00% | -100.0% |
| Q4 2017 | $685,000 | – | 24,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |