SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $85,000 | +46.6% | 2,775 | +56.3% | 0.01% | +37.5% |
| Q2 2021 | $58,000 | +3.6% | 1,775 | 0.0% | 0.01% | +100.0% |
| Q1 2021 | $56,000 | -15.2% | 1,775 | -17.1% | 0.00% | -20.0% |
| Q4 2020 | $66,000 | +37.5% | 2,142 | +20.5% | 0.01% | +25.0% |
| Q3 2020 | $48,000 | +11.6% | 1,777 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +10.3% | 1,779 | -6.7% | 0.00% | -20.0% |
| Q1 2020 | $39,000 | +550.0% | 1,907 | +816.8% | 0.01% | +400.0% |
| Q4 2019 | $6,000 | -25.0% | 208 | -30.7% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | – | 300 | +1664.7% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 17 | -92.0% | 0.00% | -100.0% |
| Q1 2019 | $6,000 | 0.0% | 212 | -15.2% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -99.9% | 250 | -3.8% | 0.00% | 0.0% |
| Q2 2016 | $5,535,000 | – | 260 | – | 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% |