SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7 | 0.0% | 292 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7 | -63.2% | 292 | -62.3% | 0.00% | -75.0% |
Q1 2023 | $19 | +5.6% | 775 | +0.1% | 0.00% | 0.0% |
Q4 2022 | $18 | -99.8% | 774 | +44.9% | 0.00% | +33.3% |
Q3 2022 | $12,000 | -99.7% | 534 | -99.6% | 0.00% | -99.7% |
Q2 2022 | $3,677,000 | -27.0% | 144,890 | -20.1% | 0.89% | -18.2% |
Q1 2022 | $5,034,000 | -18.3% | 181,285 | -12.9% | 1.09% | -16.5% |
Q4 2021 | $6,164,000 | +154000.0% | 208,100 | +147488.7% | 1.31% | +130500.0% |
Q3 2021 | $4,000 | -73.3% | 141 | -69.1% | 0.00% | -75.0% |
Q2 2021 | $15,000 | +275.0% | 456 | +225.7% | 0.00% | +300.0% |
Q1 2021 | $4,000 | 0.0% | 140 | +16.7% | 0.00% | 0.0% |
Q4 2020 | $4,000 | +33.3% | 120 | +8.1% | 0.00% | 0.0% |
Q3 2020 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $3,000 | +50.0% | 111 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $2,000 | 0.0% | 111 | +65.7% | 0.00% | 0.0% |
Q4 2019 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | +100.0% | 67 | +91.4% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
Q4 2018 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q2 2018 | $1,000 | -97.4% | 35 | -97.5% | 0.00% | -100.0% |
Q4 2017 | $39,000 | +2.6% | 1,422 | 0.0% | 0.02% | -5.9% |
Q3 2017 | $38,000 | +8.6% | 1,422 | 0.0% | 0.02% | +6.2% |
Q2 2017 | $35,000 | +2.9% | 1,422 | 0.0% | 0.02% | -5.9% |
Q1 2017 | $34,000 | +13.3% | 1,422 | 0.0% | 0.02% | +6.2% |
Q4 2016 | $30,000 | -6.2% | 1,422 | +17.8% | 0.02% | -5.9% |
Q3 2016 | $32,000 | +28.0% | 1,207 | 0.0% | 0.02% | +30.8% |
Q2 2016 | $25,000 | -10.7% | 1,207 | -10.4% | 0.01% | -7.1% |
Q1 2016 | $28,000 | +7.7% | 1,347 | 0.0% | 0.01% | +7.7% |
Q4 2015 | $26,000 | -3.7% | 1,347 | 0.0% | 0.01% | -27.8% |
Q3 2015 | $27,000 | -6.9% | 1,347 | +11.6% | 0.02% | +28.6% |
Q2 2015 | $29,000 | 0.0% | 1,207 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $29,000 | 0.0% | 1,207 | 0.0% | 0.01% | -12.5% |
Q4 2014 | $29,000 | -3.3% | 1,207 | 0.0% | 0.02% | -20.0% |
Q3 2014 | $30,000 | -3.2% | 1,207 | 0.0% | 0.02% | -4.8% |
Q2 2014 | $31,000 | +6.9% | 1,207 | 0.0% | 0.02% | +5.0% |
Q1 2014 | $29,000 | -3.3% | 1,207 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $30,000 | 0.0% | 1,207 | 0.0% | 0.02% | +5.3% |
Q3 2013 | $30,000 | +50.0% | 1,207 | +39.2% | 0.02% | +26.7% |
Q2 2013 | $20,000 | – | 867 | – | 0.02% | – |
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% |