SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,168 | -72.8% | 299,434 | -72.0% | 0.15% | -77.4% |
| Q2 2023 | $26,367 | +129.1% | 1,070,524 | +128.1% | 0.65% | +243.6% |
| Q1 2023 | $11,509 | +1080.4% | 469,370 | +1039.8% | 0.19% | +623.1% |
| Q4 2022 | $975 | -99.8% | 41,180 | +80.7% | 0.03% | +85.7% |
| Q2 2022 | $578,000 | -8.7% | 22,789 | 0.0% | 0.01% | -17.6% |
| Q1 2022 | $633,000 | -61.3% | 22,789 | -57.6% | 0.02% | -76.1% |
| Q3 2021 | $1,637,000 | +54.7% | 53,695 | +66.9% | 0.07% | +115.2% |
| Q2 2021 | $1,058,000 | +41.6% | 32,180 | +32.1% | 0.03% | +26.9% |
| Q4 2020 | $747,000 | -90.4% | 24,366 | -93.5% | 0.03% | -90.9% |
| Q1 2020 | $7,776,000 | +447.6% | 375,815 | +624.3% | 0.29% | +420.0% |
| Q4 2019 | $1,420,000 | -73.0% | 51,885 | -74.4% | 0.06% | -58.3% |
| Q1 2019 | $5,262,000 | – | 202,303 | – | 0.13% | – |
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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% |