SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $409,116 | +3.6% | 16,685 | -0.0% | 0.02% | 0.0% |
| Q4 2022 | $395,076 | -13.0% | 16,691 | -17.6% | 0.02% | -13.6% |
| Q3 2022 | $454,000 | -70.0% | 20,254 | -66.1% | 0.02% | -67.2% |
| Q2 2022 | $1,515,000 | -10.4% | 59,702 | -16.9% | 0.07% | -37.4% |
| Q4 2018 | $1,691,000 | +443.7% | 71,850 | +452.4% | 0.11% | +296.3% |
| Q4 2014 | $311,000 | – | 13,007 | – | 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% |