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 | $974,238 | +5616.7% | 40,695 | +5552.1% | 0.08% | +4100.0% |
| Q4 2022 | $17,042 | +6.5% | 720 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -38.5% | 720 | -28.6% | 0.00% | -50.0% |
| Q2 2022 | $26,000 | -7.1% | 1,009 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 1,009 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $30,000 | -3.2% | 1,009 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $31,000 | -6.1% | 1,009 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +230.0% | 1,009 | +237.5% | 0.00% | +300.0% |
| Q1 2021 | $10,000 | +11.1% | 299 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 294 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 289 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -72.0% | 289 | -76.4% | 0.00% | -80.0% |
| Q1 2020 | $25,000 | – | 1,224 | – | 0.01% | – |
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% |