SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $11,638,000 | +166157.1% | 458,562 | +180436.2% | 3.07% | +153200.0% |
| Q1 2022 | $7,000 | -12.5% | 254 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +166.7% | 254 | +56.8% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 162 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $4,000 | +33.3% | 162 | +47.3% | 0.00% | -25.0% |
| Q1 2017 | $3,000 | +50.0% | 110 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $2,000 | -33.3% | 110 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $3,000 | +50.0% | 110 | 0.0% | 0.00% | +50.0% |
| Q2 2016 | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | -71.4% | 110 | -58.8% | 0.00% | -66.7% |
| Q2 2015 | $7,000 | -86.3% | 267 | -87.4% | 0.01% | -85.4% |
| Q1 2015 | $51,000 | -13.6% | 2,114 | -13.9% | 0.04% | -4.7% |
| Q4 2014 | $59,000 | -1.7% | 2,456 | +3.8% | 0.04% | -8.5% |
| Q3 2014 | $60,000 | +7.1% | 2,365 | +10.4% | 0.05% | +9.3% |
| Q2 2014 | $56,000 | +600.0% | 2,142 | +591.0% | 0.04% | +616.7% |
| Q1 2014 | $8,000 | – | 310 | – | 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% |