SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $113,000 | -44.6% | 5,057 | -37.2% | 0.04% | -44.1% |
| Q2 2022 | $204,000 | -8.1% | 8,052 | +0.3% | 0.07% | +9.7% |
| Q1 2022 | $222,000 | -90.3% | 8,030 | -89.6% | 0.06% | -90.4% |
| Q4 2021 | $2,292,000 | -2.1% | 77,401 | +0.7% | 0.64% | -8.5% |
| Q3 2021 | $2,341,000 | -13.7% | 76,831 | -6.9% | 0.70% | -12.6% |
| Q2 2021 | $2,713,000 | +4.7% | 82,530 | +1.2% | 0.81% | -0.6% |
| Q1 2021 | $2,592,000 | -7.1% | 81,572 | -10.4% | 0.81% | -10.6% |
| Q4 2020 | $2,791,000 | +15.9% | 91,068 | +1.2% | 0.91% | +1.9% |
| Q3 2020 | $2,409,000 | +8.2% | 90,032 | -1.6% | 0.89% | +9.7% |
| Q2 2020 | $2,227,000 | -2.9% | 91,465 | -17.5% | 0.81% | -10.0% |
| Q1 2020 | $2,294,000 | -21.0% | 110,900 | +6.9% | 0.90% | -6.5% |
| Q4 2019 | $2,905,000 | +7.2% | 103,719 | -3.8% | 0.96% | +0.5% |
| Q3 2019 | $2,709,000 | -4.9% | 107,829 | -0.7% | 0.96% | -6.8% |
| Q2 2019 | $2,848,000 | +9.8% | 108,553 | +8.8% | 1.03% | +10.0% |
| Q1 2019 | $2,594,000 | +9.1% | 99,752 | -1.0% | 0.94% | -5.3% |
| Q4 2018 | $2,377,000 | -0.9% | 100,777 | +8.0% | 0.99% | +6.2% |
| Q3 2018 | $2,399,000 | -19.1% | 93,340 | -18.5% | 0.93% | -21.2% |
| Q2 2018 | $2,964,000 | -6.6% | 114,522 | +3.6% | 1.18% | -10.4% |
| Q1 2018 | $3,172,000 | +542.1% | 110,545 | +525.2% | 1.32% | +509.7% |
| Q4 2017 | $494,000 | +637.3% | 17,682 | +600.3% | 0.22% | +596.8% |
| Q3 2017 | $67,000 | – | 2,525 | – | 0.03% | – |
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% |