SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706 | -0.1% | 71,235 | +2.8% | 0.03% | +6.7% |
| Q2 2023 | $1,707 | +4.9% | 69,291 | +4.5% | 0.03% | -3.2% |
| Q1 2023 | $1,627 | +6.9% | 66,328 | +3.1% | 0.03% | +3.3% |
| Q4 2022 | $1,522 | -99.9% | 64,308 | +13.6% | 0.03% | +15.4% |
| Q3 2022 | $1,268,000 | -9.8% | 56,624 | +2.3% | 0.03% | -18.8% |
| Q2 2022 | $1,405,000 | +5.3% | 55,362 | +15.2% | 0.03% | +23.1% |
| Q1 2022 | $1,334,000 | +0.2% | 48,039 | +6.9% | 0.03% | +4.0% |
| Q4 2021 | $1,331,000 | +4.2% | 44,932 | +7.3% | 0.02% | -3.8% |
| Q3 2021 | $1,277,000 | +7.0% | 41,888 | +15.4% | 0.03% | -10.3% |
| Q2 2021 | $1,193,000 | +13.7% | 36,295 | +9.9% | 0.03% | +7.4% |
| Q1 2021 | $1,049,000 | – | 33,015 | – | 0.03% | – |
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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% |