SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803,999 | -35.6% | 75,355 | -33.8% | 0.01% | -38.5% |
| Q2 2023 | $2,802,280 | +0.4% | 113,775 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $2,789,760 | +3.6% | 113,775 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $2,693,054 | +212.1% | 113,775 | +333.6% | 0.02% | +220.0% |
| Q2 2021 | $863,000 | +52.7% | 26,240 | +47.5% | 0.01% | +25.0% |
| Q1 2021 | $565,000 | +3.7% | 17,790 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $545,000 | +14.5% | 17,790 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $476,000 | -7.4% | 17,790 | -15.7% | 0.00% | 0.0% |
| Q2 2020 | $514,000 | -29.8% | 21,105 | -21.1% | 0.00% | -42.9% |
| Q4 2019 | $732,000 | +140.0% | 26,745 | +120.2% | 0.01% | +133.3% |
| Q3 2019 | $305,000 | +26.0% | 12,145 | +31.4% | 0.00% | +50.0% |
| Q2 2019 | $242,000 | -3.6% | 9,240 | -4.1% | 0.00% | 0.0% |
| Q1 2019 | $251,000 | – | 9,640 | – | 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% |