SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $391,012 | +9.5% | 16,333 | +12.7% | 0.12% | +14.7% |
Q2 2023 | $357,086 | +0.0% | 14,498 | -0.5% | 0.11% | -3.5% |
Q1 2023 | $357,000 | -1.9% | 14,572 | -5.3% | 0.11% | -11.0% |
Q4 2022 | $364,000 | +4.9% | 15,386 | -1.0% | 0.13% | -3.8% |
Q3 2022 | $347,000 | -17.0% | 15,534 | -5.8% | 0.13% | -13.7% |
Q2 2022 | $418,000 | -5.0% | 16,491 | +4.1% | 0.15% | +10.1% |
Q1 2022 | $440,000 | -2.0% | 15,838 | +4.4% | 0.14% | +1.5% |
Q4 2021 | $449,000 | +1.1% | 15,170 | +4.0% | 0.14% | -3.5% |
Q3 2021 | $444,000 | -19.0% | 14,580 | -12.5% | 0.14% | -20.7% |
Q2 2021 | $548,000 | +2.6% | 16,654 | -2.0% | 0.18% | -5.3% |
Q1 2021 | $534,000 | -12.9% | 16,989 | -24.2% | 0.19% | -26.7% |
Q4 2019 | $613,000 | +54.8% | 22,408 | +42.2% | 0.26% | +46.6% |
Q3 2019 | $396,000 | – | 15,763 | – | 0.18% | – |
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% |