SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,011 | +44.9% | 5,013 | +49.1% | 0.00% | +100.0% |
| Q2 2023 | $82,806 | +0.4% | 3,362 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $82,436 | -14.8% | 3,362 | -17.8% | 0.00% | -50.0% |
| Q4 2022 | $96,763 | +30.8% | 4,088 | +24.5% | 0.00% | +100.0% |
| Q3 2022 | $74,000 | +94.7% | 3,284 | +116.8% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -47.2% | 1,515 | -41.3% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -48.6% | 2,582 | -45.3% | 0.00% | -50.0% |
| Q4 2021 | $140,000 | -3.4% | 4,717 | -0.7% | 0.00% | -33.3% |
| Q3 2021 | $145,000 | +20.8% | 4,748 | +29.6% | 0.00% | +50.0% |
| Q2 2021 | $120,000 | +18.8% | 3,663 | +15.6% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | +10000.0% | 3,169 | +7629.3% | 0.00% | – |
| Q1 2020 | $1,000 | – | 41 | – | 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% |