SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $471,831 | +2.8% | 19,243 | -0.8% | 0.02% | -5.9% |
| Q4 2022 | $458,999 | -55.4% | 19,392 | -52.1% | 0.02% | -19.0% |
| Q2 2022 | $1,028,000 | +262.0% | 40,470 | +289.4% | 0.02% | -8.7% |
| Q4 2019 | $284,000 | -13.1% | 10,393 | -20.1% | 0.02% | -17.9% |
| Q3 2019 | $327,000 | -7.9% | 13,005 | -4.0% | 0.03% | -6.7% |
| Q2 2019 | $355,000 | -15.3% | 13,547 | -15.9% | 0.03% | -18.9% |
| Q1 2019 | $419,000 | +8.0% | 16,101 | -2.5% | 0.04% | -2.6% |
| Q4 2018 | $388,000 | -60.6% | 16,508 | -56.9% | 0.04% | -57.3% |
| Q3 2018 | $984,000 | +47.1% | 38,264 | +48.0% | 0.09% | +30.9% |
| Q2 2018 | $669,000 | +229.6% | 25,859 | +265.3% | 0.07% | +209.1% |
| Q1 2018 | $203,000 | – | 7,079 | – | 0.02% | – |
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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% |