SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,254 | -2.4% | 15,633 | +0.4% | 0.01% | -16.7% |
| Q2 2023 | $383,514 | +68.2% | 15,571 | +52.9% | 0.01% | +50.0% |
| Q3 2022 | $228,000 | -62.7% | 10,183 | -57.8% | 0.00% | -66.7% |
| Q2 2022 | $612,000 | +6.6% | 24,132 | +16.7% | 0.01% | +33.3% |
| Q1 2022 | $574,000 | -7.1% | 20,687 | -0.8% | 0.01% | -10.0% |
| Q4 2021 | $618,000 | -13.7% | 20,859 | -11.2% | 0.01% | -16.7% |
| Q3 2021 | $716,000 | +1.3% | 23,496 | +9.3% | 0.01% | 0.0% |
| Q2 2021 | $707,000 | -16.3% | 21,492 | -19.1% | 0.01% | -33.3% |
| Q1 2021 | $845,000 | +15.3% | 26,577 | +11.2% | 0.02% | +5.9% |
| Q4 2020 | $733,000 | -7.4% | 23,902 | -19.2% | 0.02% | -15.0% |
| Q3 2020 | $792,000 | -2.6% | 29,593 | -11.3% | 0.02% | -13.0% |
| Q2 2020 | $813,000 | -20.7% | 33,370 | -32.6% | 0.02% | -37.8% |
| Q1 2020 | $1,025,000 | -38.3% | 49,541 | -18.4% | 0.04% | -24.5% |
| Q4 2019 | $1,662,000 | – | 60,740 | – | 0.05% | – |
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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% |