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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,620 | -2.8% | 6,208 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $152,904 | +0.4% | 6,208 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $152,221 | +3.6% | 6,208 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $146,943 | +5.7% | 6,208 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $139,000 | -12.0% | 6,208 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $158,000 | -8.1% | 6,208 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $172,000 | -6.5% | 6,208 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $184,000 | -2.6% | 6,208 | 0.0% | 0.03% | -5.9% |
| Q3 2021 | $189,000 | -7.4% | 6,208 | 0.0% | 0.03% | -8.1% |
| Q2 2021 | $204,000 | +3.6% | 6,208 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $197,000 | +3.7% | 6,208 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $190,000 | +14.5% | 6,208 | 0.0% | 0.04% | +11.4% |
| Q3 2020 | $166,000 | +9.9% | 6,208 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $151,000 | +15000.0% | 6,208 | +15817.9% | 0.03% | – |
| Q1 2020 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 39 | – | 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% |