SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $272,000 | -8.4% | 10,726 | +0.3% | 0.09% | +63.2% |
| Q1 2022 | $297,000 | -12.9% | 10,689 | -7.1% | 0.06% | -44.7% |
| Q4 2021 | $341,000 | -1.7% | 11,500 | +1.0% | 0.10% | +3.0% |
| Q3 2021 | $347,000 | -8.4% | 11,385 | -1.3% | 0.10% | -21.9% |
| Q2 2021 | $379,000 | +9.5% | 11,540 | +6.1% | 0.13% | +2.4% |
| Q1 2021 | $346,000 | +21.4% | 10,881 | +16.8% | 0.12% | +171.7% |
| Q4 2020 | $285,000 | +17.3% | 9,314 | +2.7% | 0.05% | -54.9% |
| Q3 2020 | $243,000 | -3.2% | 9,071 | -3.9% | 0.10% | -5.6% |
| Q2 2020 | $251,000 | +0.4% | 9,439 | +3.4% | 0.11% | +300.0% |
| Q4 2019 | $250,000 | +11.1% | 9,132 | +2.2% | 0.03% | -74.5% |
| Q3 2019 | $225,000 | -15.1% | 8,933 | -11.7% | 0.11% | +1414.3% |
| Q2 2019 | $265,000 | -38.1% | 10,117 | -38.5% | 0.01% | -95.9% |
| Q1 2019 | $428,000 | +3.1% | 16,453 | -6.8% | 0.17% | +391.4% |
| Q4 2018 | $415,000 | +17.9% | 17,651 | +23.2% | 0.04% | -77.3% |
| Q3 2018 | $352,000 | -16.0% | 14,328 | -11.4% | 0.15% | +450.0% |
| Q2 2018 | $419,000 | -8.5% | 16,178 | +0.3% | 0.03% | -87.9% |
| Q1 2018 | $458,000 | +18.7% | 16,137 | +16.7% | 0.23% | +19.7% |
| Q4 2017 | $386,000 | +19.9% | 13,831 | +15.7% | 0.19% | +12.2% |
| Q3 2017 | $322,000 | +14.6% | 11,956 | +5.8% | 0.17% | +10.3% |
| Q2 2017 | $281,000 | +6.8% | 11,301 | +2.9% | 0.16% | +34.5% |
| Q1 2017 | $263,000 | -1.5% | 10,981 | -5.3% | 0.12% | -31.0% |
| Q3 2016 | $267,000 | +12.2% | 11,599 | +3.6% | 0.17% | +12.8% |
| Q2 2016 | $238,000 | -2.5% | 11,191 | -4.6% | 0.15% | -16.3% |
| Q1 2016 | $244,000 | +3.8% | 11,730 | -2.8% | 0.18% | +7.2% |
| Q4 2015 | $235,000 | -4.9% | 12,069 | -1.3% | 0.17% | +4.4% |
| Q3 2015 | $247,000 | -37.3% | 12,223 | -23.8% | 0.16% | -44.0% |
| Q2 2015 | $394,000 | +3.1% | 16,035 | +2.2% | 0.28% | +4.0% |
| Q1 2015 | $382,000 | +2.1% | 15,690 | +0.3% | 0.27% | +21.9% |
| Q4 2014 | $374,000 | -7.9% | 15,646 | -2.1% | 0.22% | -26.6% |
| Q3 2014 | $406,000 | -0.2% | 15,986 | +2.2% | 0.30% | +31.5% |
| Q2 2014 | $407,000 | -2.6% | 15,640 | -9.0% | 0.23% | -21.9% |
| Q1 2014 | $418,000 | -63.5% | 17,186 | -63.1% | 0.30% | +430.4% |
| Q4 2013 | $1,145,000 | -4.3% | 46,535 | -4.4% | 0.06% | -94.0% |
| Q3 2013 | $1,197,000 | +3.6% | 48,658 | -1.7% | 0.93% | +944.9% |
| Q2 2013 | $1,155,000 | – | 49,484 | – | 0.09% | – |
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% |