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 | $249,505 | -7.6% | 10,422 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $270,000 | +3.4% | 10,636 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $261,000 | -15.8% | 9,414 | -10.1% | 0.00% | 0.0% |
| Q4 2021 | $310,000 | +4.7% | 10,471 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $296,000 | -55.3% | 9,716 | -51.7% | 0.00% | -50.0% |
| Q2 2021 | $662,000 | +98.2% | 20,121 | +91.6% | 0.00% | +100.0% |
| Q1 2021 | $334,000 | +2.1% | 10,504 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $327,000 | +10.5% | 10,679 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | +10.0% | 11,049 | -15.1% | 0.00% | 0.0% |
| Q1 2020 | $269,000 | -32.1% | 13,008 | -10.1% | 0.00% | 0.0% |
| Q4 2019 | $396,000 | +4.8% | 14,472 | -3.8% | 0.00% | 0.0% |
| Q3 2019 | $378,000 | -1.8% | 15,041 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $385,000 | 0.0% | 14,660 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $385,000 | -3.8% | 14,815 | -12.8% | 0.00% | -50.0% |
| Q4 2018 | $400,000 | -21.9% | 16,988 | -14.7% | 0.00% | 0.0% |
| Q3 2018 | $512,000 | -44.2% | 19,908 | -43.9% | 0.00% | -50.0% |
| Q2 2018 | $918,000 | -10.2% | 35,469 | -0.4% | 0.00% | 0.0% |
| Q1 2018 | $1,022,000 | -3.7% | 35,597 | -6.3% | 0.00% | 0.0% |
| Q4 2017 | $1,061,000 | +8.7% | 37,983 | +4.7% | 0.00% | 0.0% |
| Q3 2017 | $976,000 | – | 36,282 | – | 0.00% | – |
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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% |