SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $304 | +16.0% | 12,247 | +12.1% | 0.02% | +8.7% |
| Q3 2023 | $262 | -3.0% | 10,927 | -0.5% | 0.02% | 0.0% |
| Q2 2023 | $270 | +0.4% | 10,982 | +0.2% | 0.02% | -4.2% |
| Q1 2023 | $269 | -1.5% | 10,961 | -4.8% | 0.02% | -7.7% |
| Q4 2022 | $273 | -99.9% | 11,513 | +21.9% | 0.03% | +23.8% |
| Q3 2022 | $212,000 | -13.1% | 9,447 | -1.6% | 0.02% | -8.7% |
| Q2 2022 | $244,000 | -10.3% | 9,603 | -1.9% | 0.02% | +4.5% |
| Q1 2022 | $272,000 | -2.5% | 9,788 | +3.9% | 0.02% | +4.8% |
| Q4 2021 | $279,000 | -2.8% | 9,421 | 0.0% | 0.02% | -12.5% |
| Q3 2021 | $287,000 | -2.4% | 9,421 | +5.3% | 0.02% | -4.0% |
| Q2 2021 | $294,000 | +5.4% | 8,949 | +1.9% | 0.02% | -3.8% |
| Q1 2021 | $279,000 | – | 8,780 | – | 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% |