SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $269,000 | -11.5% | 10,580 | -3.3% | 0.02% | 0.0% |
| Q1 2022 | $304,000 | -11.4% | 10,946 | -5.5% | 0.02% | -9.5% |
| Q4 2021 | $343,000 | +37.2% | 11,588 | +47.0% | 0.02% | 0.0% |
| Q1 2021 | $250,000 | -9.4% | 7,881 | -12.4% | 0.02% | -19.2% |
| Q4 2020 | $276,000 | +14.0% | 8,996 | -0.5% | 0.03% | +44.4% |
| Q3 2020 | $242,000 | +3.4% | 9,041 | -5.7% | 0.02% | -43.8% |
| Q2 2020 | $234,000 | +14.7% | 9,591 | -2.9% | 0.03% | -3.0% |
| Q1 2020 | $204,000 | -23.9% | 9,878 | +0.9% | 0.03% | -13.2% |
| Q4 2019 | $268,000 | +4.3% | 9,794 | -4.3% | 0.04% | -9.5% |
| Q3 2019 | $257,000 | +2.0% | 10,232 | +6.5% | 0.04% | -30.0% |
| Q2 2019 | $252,000 | -26.3% | 9,608 | -27.0% | 0.06% | -21.1% |
| Q1 2019 | $342,000 | -95.7% | 13,159 | -96.5% | 0.08% | -98.2% |
| Q1 2016 | $7,878,000 | – | 379,292 | – | 4.23% | – |
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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% |