SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $572,298 | +29.8% | 24,178 | +22.9% | 0.00% | +50.0% |
| Q3 2022 | $441,000 | +22.5% | 19,678 | +38.8% | 0.00% | 0.0% |
| Q2 2022 | $360,000 | -32.8% | 14,176 | -26.5% | 0.00% | -33.3% |
| Q1 2022 | $536,000 | -27.7% | 19,300 | -23.5% | 0.00% | 0.0% |
| Q4 2021 | $741,000 | +4.8% | 25,232 | +8.8% | 0.00% | -25.0% |
| Q3 2021 | $707,000 | -21.3% | 23,195 | -15.1% | 0.00% | -20.0% |
| Q2 2021 | $898,000 | -3.3% | 27,314 | -6.5% | 0.01% | 0.0% |
| Q1 2021 | $929,000 | +10.2% | 29,219 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $843,000 | +43.6% | 27,507 | +25.3% | 0.01% | +25.0% |
| Q3 2020 | $587,000 | +25.7% | 21,946 | +14.5% | 0.00% | 0.0% |
| Q2 2020 | $467,000 | +37.4% | 19,173 | +17.3% | 0.00% | +33.3% |
| Q1 2020 | $340,000 | -13.7% | 16,346 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $394,000 | +4.0% | 14,403 | -4.5% | 0.00% | -25.0% |
| Q3 2019 | $379,000 | +0.5% | 15,089 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $377,000 | +9.9% | 14,375 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $343,000 | +2.1% | 13,200 | -7.6% | 0.00% | 0.0% |
| Q4 2018 | $336,000 | +0.9% | 14,280 | +10.3% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | – | 12,945 | – | 0.00% | – |
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% |