SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,267 | +3.1% | 17,555 | +6.1% | 0.10% | +4.2% |
Q2 2023 | $407,553 | -1.3% | 16,547 | -1.7% | 0.10% | -3.1% |
Q1 2023 | $412,721 | +37.1% | 16,832 | +32.3% | 0.10% | +32.4% |
Q4 2022 | $301,130 | -51.7% | 12,722 | -54.2% | 0.07% | -56.7% |
Q3 2022 | $623,000 | -5.3% | 27,799 | +7.2% | 0.17% | -1.7% |
Q2 2022 | $658,000 | -7.3% | 25,927 | +1.5% | 0.17% | +8.1% |
Q1 2022 | $710,000 | -5.6% | 25,543 | +0.5% | 0.16% | +3.9% |
Q4 2021 | $752,000 | +19.2% | 25,405 | +22.7% | 0.16% | +14.8% |
Q3 2021 | $631,000 | -7.1% | 20,711 | +0.2% | 0.14% | -7.5% |
Q2 2021 | $679,000 | +3.7% | 20,666 | +0.2% | 0.15% | +0.7% |
Q1 2021 | $655,000 | +5.0% | 20,625 | +1.3% | 0.14% | -5.8% |
Q4 2020 | $624,000 | +49.6% | 20,351 | +30.7% | 0.15% | +22.2% |
Q3 2020 | $417,000 | +13.6% | 15,565 | +3.4% | 0.13% | -3.8% |
Q2 2020 | $367,000 | +18.0% | 15,054 | +0.1% | 0.13% | -18.6% |
Q1 2020 | $311,000 | – | 15,034 | – | 0.16% | – |
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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% |