SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $847,000 | -11.4% | 28,590 | -8.8% | 0.06% | -22.2% |
| Q3 2021 | $956,000 | +0.2% | 31,350 | +8.1% | 0.08% | +5.2% |
| Q2 2021 | $954,000 | +12.2% | 29,014 | +8.5% | 0.08% | +2.7% |
| Q1 2021 | $850,000 | +12.9% | 26,741 | +8.8% | 0.08% | +5.6% |
| Q4 2020 | $753,000 | +17.7% | 24,569 | +2.8% | 0.07% | +2.9% |
| Q3 2020 | $640,000 | +21.9% | 23,905 | +10.8% | 0.07% | +11.3% |
| Q2 2020 | $525,000 | +19.6% | 21,575 | +1.6% | 0.06% | -1.6% |
| Q1 2020 | $439,000 | -26.1% | 21,235 | -2.1% | 0.06% | -7.4% |
| Q4 2019 | $594,000 | +6.5% | 21,688 | -2.3% | 0.07% | -1.4% |
| Q3 2019 | $558,000 | +0.4% | 22,195 | +4.7% | 0.07% | -1.4% |
| Q2 2019 | $556,000 | +17.1% | 21,206 | +16.1% | 0.07% | +12.9% |
| Q1 2019 | $475,000 | +42.2% | 18,260 | +28.5% | 0.06% | +26.5% |
| Q4 2018 | $334,000 | +1.8% | 14,210 | +11.4% | 0.05% | +14.0% |
| Q3 2018 | $328,000 | +30.7% | 12,752 | +31.6% | 0.04% | +19.4% |
| Q2 2018 | $251,000 | +1.6% | 9,687 | +12.4% | 0.04% | +2.9% |
| Q1 2018 | $247,000 | +19.3% | 8,620 | +16.3% | 0.04% | +20.7% |
| Q4 2017 | $207,000 | +69.7% | 7,412 | +63.6% | 0.03% | +61.1% |
| Q3 2017 | $122,000 | +9.9% | 4,530 | +1.0% | 0.02% | +5.9% |
| Q2 2017 | $111,000 | +7.8% | 4,484 | +4.1% | 0.02% | 0.0% |
| Q1 2017 | $103,000 | +63.5% | 4,307 | +48.5% | 0.02% | +54.5% |
| Q4 2016 | $63,000 | -13.7% | 2,900 | -8.8% | 0.01% | -15.4% |
| Q3 2016 | $73,000 | +10.6% | 3,180 | +1.8% | 0.01% | +8.3% |
| Q2 2016 | $66,000 | +20.0% | 3,123 | +17.5% | 0.01% | +33.3% |
| Q1 2016 | $55,000 | +61.8% | 2,658 | +54.4% | 0.01% | +50.0% |
| Q4 2015 | $34,000 | +30.8% | 1,721 | +31.8% | 0.01% | +20.0% |
| Q3 2015 | $26,000 | -10.3% | 1,306 | +12.1% | 0.01% | 0.0% |
| Q2 2015 | $29,000 | +222.2% | 1,165 | +205.0% | 0.01% | +150.0% |
| Q1 2015 | $9,000 | – | 382 | – | 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% |