SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,371 | +20.9% | 13,716 | +24.4% | 0.00% | +33.3% |
| Q2 2023 | $271,559 | +9.4% | 11,026 | +8.9% | 0.00% | 0.0% |
| Q1 2023 | $248,322 | -51.6% | 10,127 | -53.3% | 0.00% | -57.1% |
| Q4 2022 | $513,555 | -2.6% | 21,696 | -7.8% | 0.01% | -12.5% |
| Q3 2022 | $527,000 | -6.1% | 23,544 | +6.4% | 0.01% | 0.0% |
| Q2 2022 | $561,000 | -8.0% | 22,124 | +1.2% | 0.01% | 0.0% |
| Q1 2022 | $610,000 | -23.5% | 21,852 | -18.8% | 0.01% | -33.3% |
| Q4 2021 | $797,000 | -2.4% | 26,897 | +0.6% | 0.01% | -14.3% |
| Q3 2021 | $817,000 | -6.0% | 26,745 | +1.0% | 0.01% | -12.5% |
| Q2 2021 | $869,000 | +6.0% | 26,470 | +2.2% | 0.02% | -11.1% |
| Q1 2021 | $820,000 | -6.7% | 25,905 | -9.8% | 0.02% | -14.3% |
| Q4 2020 | $879,000 | -23.8% | 28,732 | -33.5% | 0.02% | +10.5% |
| Q3 2020 | $1,154,000 | +337.1% | 43,194 | +295.7% | 0.02% | +137.5% |
| Q2 2020 | $264,000 | -79.2% | 10,917 | -82.2% | 0.01% | -78.9% |
| Q1 2020 | $1,270,000 | – | 61,404 | – | 0.04% | – |
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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% |