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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $131,000 | -35.8% | 4,406 | -34.3% | 0.09% | -40.9% |
| Q3 2021 | $204,000 | -77.7% | 6,702 | -75.9% | 0.15% | -74.5% |
| Q2 2021 | $913,000 | -72.9% | 27,761 | -73.8% | 0.60% | -66.4% |
| Q1 2021 | $3,372,000 | +12.8% | 106,108 | +8.8% | 1.80% | -4.5% |
| Q4 2020 | $2,990,000 | +20.3% | 97,559 | +5.0% | 1.88% | +6.0% |
| Q3 2020 | $2,485,000 | +14.6% | 92,877 | +4.3% | 1.77% | +0.7% |
| Q2 2020 | $2,169,000 | -5.2% | 89,071 | -19.5% | 1.76% | -20.1% |
| Q1 2020 | $2,289,000 | -19.5% | 110,648 | +6.5% | 2.20% | +27.4% |
| Q4 2019 | $2,844,000 | +13.4% | 103,927 | +4.1% | 1.73% | +17.9% |
| Q3 2019 | $2,508,000 | -16.7% | 99,804 | -13.0% | 1.47% | -13.5% |
| Q2 2019 | $3,009,000 | -7.5% | 114,665 | -8.3% | 1.70% | -8.6% |
| Q1 2019 | $3,252,000 | +0.7% | 125,036 | -8.8% | 1.86% | +0.5% |
| Q4 2018 | $3,228,000 | -10.1% | 137,167 | -1.8% | 1.84% | +12.9% |
| Q3 2018 | $3,592,000 | +10.8% | 139,730 | +11.5% | 1.63% | +3.9% |
| Q2 2018 | $3,243,000 | +15.8% | 125,268 | +28.4% | 1.57% | +9.5% |
| Q1 2018 | $2,800,000 | +10.4% | 97,544 | +7.5% | 1.44% | +16.0% |
| Q4 2017 | $2,536,000 | +29.5% | 90,775 | +24.7% | 1.24% | +24.9% |
| Q3 2017 | $1,958,000 | +28.2% | 72,777 | +18.4% | 0.99% | +36.3% |
| Q2 2017 | $1,527,000 | +193.7% | 61,468 | +183.3% | 0.73% | +155.1% |
| Q1 2017 | $520,000 | +65.6% | 21,698 | +48.9% | 0.28% | +73.8% |
| Q4 2016 | $314,000 | +18.0% | 14,573 | +26.5% | 0.16% | +14.7% |
| Q3 2016 | $266,000 | +20.4% | 11,523 | +11.2% | 0.14% | +16.3% |
| Q2 2016 | $221,000 | +13.3% | 10,359 | +10.3% | 0.12% | +19.4% |
| Q1 2016 | $195,000 | – | 9,389 | – | 0.10% | – |
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% |