SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $23,247 | +5.3% | 943,854 | +4.9% | 1.01% | +13.1% |
Q1 2023 | $22,067 | -42.5% | 899,944 | -44.5% | 0.89% | -53.7% |
Q4 2022 | $38,364 | -96.7% | 1,620,786 | +3051.5% | 1.93% | +3012.9% |
Q3 2022 | $1,152,000 | -88.5% | 51,429 | -87.0% | 0.06% | -88.4% |
Q2 2022 | $10,017,000 | -42.9% | 394,662 | -37.5% | 0.54% | -11.6% |
Q1 2022 | $17,545,000 | +766.0% | 631,788 | +824.1% | 0.60% | +1020.4% |
Q4 2021 | $2,026,000 | +194.0% | 68,370 | +202.4% | 0.05% | +92.9% |
Q3 2021 | $689,000 | – | 22,607 | – | 0.03% | – |
Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2021 | $5,539,000 | +254.2% | 174,295 | +198.3% | 0.30% | +158.6% |
Q3 2020 | $1,564,000 | +13.0% | 58,432 | +9.8% | 0.12% | +46.8% |
Q1 2019 | $1,384,000 | -96.3% | 53,202 | -96.3% | 0.08% | -97.8% |
Q2 2018 | $37,371,000 | +76.2% | 1,443,450 | +95.3% | 3.62% | +120.7% |
Q1 2018 | $21,209,000 | +332.7% | 738,987 | +321.2% | 1.64% | +268.5% |
Q4 2017 | $4,902,000 | -85.5% | 175,436 | -86.0% | 0.44% | -87.8% |
Q3 2017 | $33,775,000 | +57.0% | 1,255,122 | +45.0% | 3.64% | +120.6% |
Q2 2017 | $21,513,000 | -47.8% | 865,734 | -49.6% | 1.65% | -51.7% |
Q1 2017 | $41,197,000 | +1071.4% | 1,718,680 | +953.5% | 3.42% | +1481.5% |
Q4 2016 | $3,517,000 | +965.8% | 163,138 | +865.1% | 0.22% | +272.4% |
Q4 2015 | $330,000 | -53.8% | 16,903 | -41.9% | 0.06% | -57.7% |
Q2 2015 | $715,000 | +17775.0% | 29,079 | +15204.7% | 0.14% | +13600.0% |
Q2 2013 | $4,000 | – | 190 | – | 0.00% | – |
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% |