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 2023 | $130,698 | -3.1% | 5,459 | -0.3% | 0.03% | -6.2% |
| Q2 2023 | $134,884 | +13.8% | 5,476 | +13.3% | 0.03% | 0.0% |
| Q1 2023 | $118,507 | +148.3% | 4,833 | +139.7% | 0.03% | +128.6% |
| Q4 2022 | $47,726 | +11.0% | 2,016 | +4.8% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -55.7% | 1,924 | -49.8% | 0.01% | -53.3% |
| Q2 2022 | $97,000 | +56.5% | 3,834 | +72.2% | 0.03% | +76.5% |
| Q1 2022 | $62,000 | +29.2% | 2,227 | +26.0% | 0.02% | +21.4% |
| Q4 2019 | $48,000 | +9.1% | 1,768 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $44,000 | -4.3% | 1,768 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $46,000 | +76.9% | 1,768 | +74.0% | 0.02% | +66.7% |
| Q1 2019 | $26,000 | +8.3% | 1,016 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | -7.7% | 1,016 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $26,000 | -40.9% | 1,016 | -39.8% | 0.01% | -43.8% |
| Q2 2018 | $44,000 | -8.3% | 1,687 | 0.0% | 0.02% | -11.1% |
| Q1 2018 | $48,000 | -43.5% | 1,687 | -44.7% | 0.02% | -41.9% |
| Q4 2017 | $85,000 | +203.6% | 3,052 | +126.4% | 0.03% | +121.4% |
| Q1 2016 | $28,000 | +12.0% | 1,348 | +6.2% | 0.01% | +16.7% |
| Q4 2015 | $25,000 | +150.0% | 1,269 | +164.4% | 0.01% | +100.0% |
| Q3 2015 | $10,000 | – | 480 | – | 0.01% | – |
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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% |