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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,304,000 | -7.5% | 51,365 | -0.1% | 0.10% | +427.8% |
| Q1 2022 | $1,410,000 | -7.4% | 51,433 | +0.0% | 0.02% | -82.0% |
| Q4 2021 | $1,523,000 | -1.0% | 51,411 | +1.8% | 0.10% | -5.7% |
| Q3 2021 | $1,539,000 | -10.9% | 50,498 | -3.9% | 0.11% | -12.4% |
| Q2 2021 | $1,728,000 | +3.5% | 52,550 | +0.1% | 0.12% | -5.5% |
| Q1 2021 | $1,669,000 | +4.1% | 52,502 | +0.3% | 0.13% | -2.3% |
| Q4 2020 | $1,604,000 | +14.2% | 52,326 | -0.3% | 0.13% | +1.6% |
| Q3 2020 | $1,405,000 | +46.5% | 52,499 | +33.3% | 0.13% | +46.6% |
| Q2 2020 | $959,000 | -12.9% | 39,380 | -26.0% | 0.09% | -51.1% |
| Q1 2020 | $1,101,000 | -31.0% | 53,238 | -8.7% | 0.18% | -29.7% |
| Q4 2019 | $1,596,000 | +6.5% | 58,328 | -2.2% | 0.26% | +15.8% |
| Q3 2019 | $1,499,000 | -8.5% | 59,644 | -4.4% | 0.22% | -8.7% |
| Q2 2019 | $1,638,000 | +4.7% | 62,410 | +3.8% | 0.24% | +14.2% |
| Q1 2019 | $1,564,000 | +12.0% | 60,121 | +1.3% | 0.21% | 0.0% |
| Q4 2018 | $1,397,000 | +42.7% | 59,353 | +55.9% | 0.21% | +128.0% |
| Q3 2018 | $979,000 | -9.8% | 38,068 | -9.1% | 0.09% | -40.0% |
| Q2 2018 | $1,085,000 | -13.5% | 41,894 | -4.2% | 0.16% | -11.9% |
| Q1 2018 | $1,255,000 | -0.6% | 43,723 | -3.2% | 0.18% | -13.3% |
| Q4 2017 | $1,262,000 | +1.2% | 45,163 | -2.5% | 0.20% | +12.8% |
| Q3 2017 | $1,247,000 | -1.0% | 46,337 | -8.6% | 0.18% | -6.7% |
| Q2 2017 | $1,260,000 | +6.7% | 50,717 | +3.0% | 0.19% | +6.6% |
| Q1 2017 | $1,181,000 | -28.3% | 49,257 | -35.5% | 0.18% | -32.7% |
| Q4 2016 | $1,647,000 | +207.3% | 76,371 | +228.4% | 0.27% | +232.1% |
| Q3 2016 | $536,000 | -89.1% | 23,252 | -90.0% | 0.08% | -89.7% |
| Q2 2016 | $4,938,000 | +0.7% | 231,932 | -1.8% | 0.79% | +92.2% |
| Q1 2016 | $4,904,000 | +12.6% | 236,091 | +5.7% | 0.41% | -41.2% |
| Q4 2015 | $4,357,000 | -18.0% | 223,341 | -15.0% | 0.70% | -16.6% |
| Q3 2015 | $5,311,000 | -19.3% | 262,666 | -1.9% | 0.84% | -17.3% |
| Q2 2015 | $6,583,000 | +0.1% | 267,803 | -0.8% | 1.01% | -4.1% |
| Q1 2015 | $6,574,000 | +11.0% | 269,851 | +8.9% | 1.06% | -5.4% |
| Q4 2014 | $5,922,000 | – | 247,799 | – | 1.12% | – |
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% |