SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,198,599 | -4.1% | 718,404 | -1.4% | 0.46% | +3.9% |
Q2 2023 | $17,936,935 | -1.1% | 728,256 | -1.5% | 0.44% | -17.4% |
Q1 2023 | $18,128,222 | +99096.8% | 739,324 | -4.2% | 0.53% | -0.7% |
Q4 2022 | $18,275 | -99.9% | 772,066 | -0.3% | 0.54% | +5.1% |
Q3 2022 | $17,340,000 | -13.1% | 774,098 | -1.6% | 0.51% | -7.1% |
Q2 2022 | $19,964,000 | -23.5% | 786,621 | -16.3% | 0.55% | -8.0% |
Q1 2022 | $26,102,000 | -46.5% | 939,936 | -42.9% | 0.60% | -44.0% |
Q4 2021 | $48,777,000 | -1.9% | 1,646,767 | +0.9% | 1.07% | +0.8% |
Q3 2021 | $49,733,000 | -39.7% | 1,631,653 | -34.9% | 1.06% | -31.7% |
Q2 2021 | $82,441,000 | +11.8% | 2,507,327 | +8.1% | 1.55% | +11.2% |
Q1 2021 | $73,742,000 | -45.4% | 2,320,394 | -47.3% | 1.40% | +4.2% |
Q4 2020 | $134,994,000 | +142.6% | 4,404,356 | +111.8% | 1.34% | +17.4% |
Q3 2020 | $55,645,000 | +7.6% | 2,079,401 | -2.1% | 1.14% | +0.8% |
Q2 2020 | $51,720,000 | +147.3% | 2,124,023 | +110.2% | 1.13% | +73.8% |
Q1 2020 | $20,911,000 | – | 1,010,678 | – | 0.65% | – |
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% |