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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,424 | -21.4% | 184,804 | -19.1% | 0.03% | -22.9% |
| Q2 2023 | $5,629 | +228.0% | 228,527 | +226.6% | 0.04% | +191.7% |
| Q1 2023 | $1,716 | -22.7% | 69,975 | -25.4% | 0.01% | -25.0% |
| Q4 2022 | $2,220 | -99.9% | 93,776 | +12.6% | 0.02% | +6.7% |
| Q3 2022 | $1,865,000 | -9.2% | 83,280 | +2.9% | 0.02% | -6.2% |
| Q2 2022 | $2,054,000 | -60.4% | 80,946 | -56.6% | 0.02% | -56.8% |
| Q1 2022 | $5,183,000 | +14.8% | 186,638 | +22.5% | 0.04% | +15.6% |
| Q4 2021 | $4,514,000 | +222.2% | 152,385 | +257.5% | 0.03% | +190.9% |
| Q2 2021 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,401,000 | +119.6% | 42,620 | +57.2% | 0.01% | -31.2% |
| Q4 2018 | $638,000 | -60.9% | 27,111 | -57.3% | 0.02% | -61.9% |
| Q3 2018 | $1,632,000 | +76.8% | 63,481 | +78.1% | 0.04% | +40.0% |
| Q2 2018 | $923,000 | +46050.0% | 35,647 | +46194.8% | 0.03% | – |
| Q1 2018 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | – | 77 | – | 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% |