SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,374,329 | +7.4% | 57,407 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $1,279,509 | +235.5% | 51,949 | +234.0% | 0.00% | – |
| Q1 2023 | $381,339 | +4.2% | 15,552 | +0.6% | 0.00% | – |
| Q4 2022 | $366,061 | -43.7% | 15,465 | -46.7% | 0.00% | -100.0% |
| Q3 2022 | $650,000 | -11.2% | 29,014 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $732,000 | +115.9% | 28,854 | +136.4% | 0.00% | – |
| Q1 2022 | $339,000 | -3.4% | 12,208 | +2.9% | 0.00% | – |
| Q4 2021 | $351,000 | -17.8% | 11,859 | -15.4% | 0.00% | – |
| Q3 2021 | $427,000 | -88.4% | 14,018 | -87.5% | 0.00% | -100.0% |
| Q2 2021 | $3,680,000 | +5.1% | 111,907 | +1.6% | 0.00% | -25.0% |
| Q1 2021 | $3,500,000 | -3.2% | 110,137 | -6.7% | 0.00% | 0.0% |
| Q4 2020 | $3,616,000 | +68.6% | 117,989 | +47.2% | 0.00% | +33.3% |
| Q3 2020 | $2,145,000 | +132.6% | 80,171 | +111.6% | 0.00% | +200.0% |
| Q2 2020 | $922,000 | +36.4% | 37,881 | +16.0% | 0.00% | 0.0% |
| Q1 2020 | $676,000 | +116.7% | 32,654 | +169.0% | 0.00% | – |
| Q3 2018 | $312,000 | +7.2% | 12,137 | +8.0% | 0.00% | – |
| Q2 2018 | $291,000 | +32.3% | 11,240 | +22.2% | 0.00% | -100.0% |
| Q1 2017 | $220,000 | +5.8% | 9,195 | +2.0% | 0.00% | 0.0% |
| Q3 2016 | $208,000 | – | 9,017 | – | 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% |