SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,432 | +36.1% | 12,279 | +35.5% | 0.05% | +46.9% |
| Q1 2023 | $222,176 | +3.6% | 9,061 | 0.0% | 0.03% | -5.9% |
| Q4 2022 | $214,474 | +5.7% | 9,061 | 0.0% | 0.03% | -58.0% |
| Q3 2022 | $203,000 | -11.7% | 9,061 | 0.0% | 0.08% | +6.6% |
| Q2 2022 | $230,000 | -8.7% | 9,061 | 0.0% | 0.08% | +7.0% |
| Q1 2022 | $252,000 | -6.0% | 9,061 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $268,000 | -2.9% | 9,061 | 0.0% | 0.07% | -8.9% |
| Q3 2021 | $276,000 | -7.4% | 9,061 | 0.0% | 0.08% | -23.3% |
| Q2 2021 | $298,000 | +3.5% | 9,061 | 0.0% | 0.10% | -1.9% |
| Q1 2021 | $288,000 | +38.5% | 9,061 | +33.6% | 0.10% | +9.4% |
| Q4 2020 | $208,000 | +14.3% | 6,784 | 0.0% | 0.10% | -4.0% |
| Q3 2020 | $182,000 | +10.3% | 6,784 | 0.0% | 0.10% | +7.5% |
| Q2 2020 | $165,000 | +17.9% | 6,784 | 0.0% | 0.09% | +27.4% |
| Q1 2020 | $140,000 | -24.7% | 6,784 | 0.0% | 0.07% | -36.0% |
| Q4 2019 | $186,000 | +9.4% | 6,784 | 0.0% | 0.11% | +5.6% |
| Q3 2019 | $170,000 | -1.2% | 6,784 | +3.6% | 0.11% | +40.3% |
| Q2 2019 | $172,000 | -4.4% | 6,548 | -5.5% | 0.08% | -40.3% |
| Q1 2019 | $180,000 | +9.1% | 6,929 | -1.3% | 0.13% | +20.6% |
| Q4 2018 | $165,000 | +1.9% | 7,023 | +11.3% | 0.11% | -6.1% |
| Q3 2018 | $162,000 | -0.6% | 6,312 | 0.0% | 0.11% | -26.0% |
| Q2 2018 | $163,000 | -9.9% | 6,312 | 0.0% | 0.15% | -9.9% |
| Q1 2018 | $181,000 | 0.0% | 6,312 | -2.3% | 0.17% | -8.1% |
| Q4 2017 | $181,000 | – | 6,461 | – | 0.19% | – |
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% |