SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $374,000 | -24.4% | 18,085 | 0.0% | 0.11% | -9.8% |
Q4 2019 | $495,000 | +4.7% | 18,085 | -4.0% | 0.12% | +0.8% |
Q3 2019 | $473,000 | -17.6% | 18,835 | -13.8% | 0.12% | -16.6% |
Q2 2019 | $574,000 | +0.9% | 21,860 | 0.0% | 0.14% | -0.7% |
Q1 2019 | $569,000 | +10.7% | 21,860 | 0.0% | 0.15% | +2.1% |
Q4 2018 | $514,000 | -84.6% | 21,860 | -83.2% | 0.14% | -83.0% |
Q3 2018 | $3,337,000 | – | 129,790 | – | 0.84% | – |
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% |