SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $325,000 | -8.5% | 12,804 | +0.0% | 0.14% | +43.8% |
| Q1 2022 | $355,000 | -6.3% | 12,799 | 0.0% | 0.10% | +18.5% |
| Q4 2021 | $379,000 | +16.3% | 12,799 | +19.6% | 0.08% | +19.1% |
| Q3 2021 | $326,000 | +2.2% | 10,699 | +10.3% | 0.07% | 0.0% |
| Q2 2021 | $319,000 | +3.6% | 9,699 | 0.0% | 0.07% | -12.8% |
| Q1 2021 | $308,000 | +23.7% | 9,699 | +11.9% | 0.08% | +6.8% |
| Q1 2018 | $249,000 | -10.1% | 8,664 | -12.5% | 0.07% | -5.2% |
| Q4 2017 | $277,000 | -1.8% | 9,905 | -5.3% | 0.08% | -8.3% |
| Q3 2017 | $282,000 | +6.0% | 10,461 | -2.2% | 0.08% | +2.4% |
| Q2 2017 | $266,000 | -13.4% | 10,701 | -17.2% | 0.08% | -16.3% |
| Q1 2017 | $307,000 | -40.5% | 12,931 | -46.0% | 0.10% | -44.9% |
| Q4 2016 | $516,000 | -7.5% | 23,928 | -1.3% | 0.18% | -11.9% |
| Q3 2016 | $558,000 | -81.1% | 24,236 | -79.8% | 0.20% | -84.4% |
| Q2 2015 | $2,947,000 | +10.1% | 119,879 | +9.1% | 1.30% | +9.2% |
| Q1 2015 | $2,676,000 | +6.2% | 109,843 | +4.2% | 1.19% | +4.7% |
| Q4 2014 | $2,520,000 | -1.6% | 105,426 | +4.5% | 1.13% | -3.4% |
| Q3 2014 | $2,562,000 | +0.2% | 100,871 | +2.6% | 1.17% | -0.5% |
| Q2 2014 | $2,558,000 | +11.6% | 98,272 | +4.3% | 1.18% | +6.5% |
| Q1 2014 | $2,293,000 | +11.6% | 94,234 | +12.8% | 1.11% | -2.4% |
| Q4 2013 | $2,055,000 | +2.5% | 83,555 | +2.5% | 1.14% | -0.3% |
| Q3 2013 | $2,005,000 | +16.4% | 81,543 | +10.5% | 1.14% | +10.5% |
| Q2 2013 | $1,723,000 | – | 73,770 | – | 1.03% | – |
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% |