SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $229,000 | -38.8% | 9,039 | -32.9% | 0.05% | -26.6% |
| Q1 2022 | $374,000 | -40.9% | 13,473 | -37.0% | 0.06% | -37.3% |
| Q4 2021 | $633,000 | -2.5% | 21,371 | +0.4% | 0.10% | -17.7% |
| Q3 2021 | $649,000 | -5.0% | 21,285 | +2.4% | 0.12% | -20.5% |
| Q2 2021 | $683,000 | -16.9% | 20,781 | -19.7% | 0.16% | -21.6% |
| Q1 2021 | $822,000 | -6.3% | 25,867 | +1.9% | 0.20% | -4.3% |
| Q4 2020 | $877,000 | +13.7% | 25,383 | -11.9% | 0.21% | -4.6% |
| Q3 2020 | $771,000 | -18.8% | 28,797 | -26.2% | 0.22% | -21.0% |
| Q2 2020 | $950,000 | -14.0% | 39,012 | -26.9% | 0.28% | -26.0% |
| Q1 2020 | $1,105,000 | -23.6% | 53,390 | +1.0% | 0.37% | -1.6% |
| Q4 2019 | $1,447,000 | +14.0% | 52,885 | +4.7% | 0.38% | +5.3% |
| Q3 2019 | $1,269,000 | +13.2% | 50,515 | +10.9% | 0.36% | +11.1% |
| Q2 2019 | $1,121,000 | – | 45,552 | – | 0.32% | – |
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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% |