SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,394 | -2.8% | 2,105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,846 | -66.0% | 2,105 | -66.2% | 0.00% | -66.7% |
| Q1 2023 | $152,539 | +7.0% | 6,221 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $142,588 | +9.7% | 6,024 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | -11.6% | 5,784 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $147,000 | -9.3% | 5,784 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -5.8% | 5,835 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $172,000 | -1.1% | 5,809 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $174,000 | -5.9% | 5,713 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $185,000 | +3.4% | 5,620 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | +3.5% | 5,620 | -0.5% | 0.00% | -25.0% |
| Q4 2020 | $173,000 | +12.3% | 5,650 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $154,000 | +10.8% | 5,766 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +13.0% | 5,726 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $123,000 | -22.6% | 5,969 | +2.7% | 0.00% | -20.0% |
| Q4 2019 | $159,000 | +9.7% | 5,812 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $145,000 | – | 5,781 | – | 0.01% | – |
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% |