SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $840,000 | -35.4% | 27,572 | -30.3% | 0.04% | -33.9% |
| Q2 2021 | $1,300,000 | +3.4% | 39,540 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $1,257,000 | +3.7% | 39,540 | 0.0% | 0.06% | -4.9% |
| Q4 2020 | $1,212,000 | +14.6% | 39,540 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $1,058,000 | +9.9% | 39,540 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $963,000 | +17.7% | 39,540 | 0.0% | 0.06% | -3.3% |
| Q1 2020 | $818,000 | -24.4% | 39,540 | 0.0% | 0.06% | -3.2% |
| Q4 2019 | $1,082,000 | +8.9% | 39,540 | 0.0% | 0.06% | +1.6% |
| Q3 2019 | $994,000 | -4.2% | 39,540 | 0.0% | 0.06% | -16.2% |
| Q2 2019 | $1,038,000 | -6.7% | 39,540 | -7.6% | 0.07% | -5.1% |
| Q1 2019 | $1,113,000 | – | 42,777 | – | 0.08% | – |
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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% |