SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57 | +16.3% | 2,371 | +20.3% | 0.00% | – |
| Q2 2023 | $49 | -10.9% | 1,971 | -11.7% | 0.00% | – |
| Q1 2023 | $55 | +5400.0% | 2,231 | +5211.9% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 42 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -98.7% | 42 | -98.3% | 0.00% | – |
| Q4 2021 | $75,000 | -90.6% | 2,533 | -90.4% | 0.00% | -100.0% |
| Q3 2021 | $800,000 | +875.6% | 26,252 | +950.1% | 0.00% | – |
| Q2 2021 | $82,000 | +3.8% | 2,500 | 0.0% | 0.00% | – |
| Q1 2021 | $79,000 | +2.6% | 2,500 | 0.0% | 0.00% | – |
| Q4 2020 | $77,000 | +250.0% | 2,500 | +133.4% | 0.00% | – |
| Q1 2020 | $22,000 | – | 1,071 | – | 0.00% | – |
Download | ||||||
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% |