SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -67.6% | 8,060 | -64.6% | 0.00% | -55.6% |
| Q1 2022 | $632,000 | -65.9% | 22,764 | -63.6% | 0.01% | -72.7% |
| Q4 2021 | $1,854,000 | +157.9% | 62,606 | +165.3% | 0.03% | +135.7% |
| Q3 2021 | $719,000 | -6.4% | 23,596 | +1.1% | 0.01% | -6.7% |
| Q2 2021 | $768,000 | -7.6% | 23,349 | -10.7% | 0.02% | -11.8% |
| Q1 2021 | $831,000 | -13.1% | 26,148 | -16.1% | 0.02% | -22.7% |
| Q4 2020 | $956,000 | +6.0% | 31,177 | -7.5% | 0.02% | -4.3% |
| Q3 2020 | $902,000 | +7.6% | 33,697 | -2.1% | 0.02% | -4.2% |
| Q2 2020 | $838,000 | +2.7% | 34,413 | -12.8% | 0.02% | -11.1% |
| Q1 2020 | $816,000 | -28.7% | 39,453 | -5.6% | 0.03% | -6.9% |
| Q4 2019 | $1,144,000 | +3.8% | 41,796 | -4.7% | 0.03% | -17.1% |
| Q3 2019 | $1,102,000 | +0.7% | 43,870 | +5.2% | 0.04% | 0.0% |
| Q2 2019 | $1,094,000 | +18.3% | 41,694 | +17.3% | 0.04% | -10.3% |
| Q1 2019 | $925,000 | +163.5% | 35,545 | +138.6% | 0.04% | +129.4% |
| Q4 2018 | $351,000 | +39.3% | 14,898 | +19.3% | 0.02% | -41.4% |
| Q3 2015 | $252,000 | -18.2% | 12,485 | -0.5% | 0.03% | -9.4% |
| Q2 2015 | $308,000 | -54.1% | 12,543 | -54.4% | 0.03% | -56.8% |
| Q1 2015 | $671,000 | +47.5% | 27,529 | +44.8% | 0.07% | +54.2% |
| Q4 2014 | $455,000 | -5.8% | 19,018 | 0.0% | 0.05% | -11.1% |
| Q3 2014 | $483,000 | – | 19,018 | – | 0.05% | – |
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% |