SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $171,710 | +52.5% | 7,003 | +47.3% | 0.01% | +66.7% |
Q4 2022 | $112,560 | -44.0% | 4,755 | -34.4% | 0.00% | -50.0% |
Q1 2022 | $201,000 | +64.8% | 7,243 | +95.4% | 0.01% | +50.0% |
Q2 2021 | $122,000 | -47.4% | 3,707 | -49.2% | 0.00% | -55.6% |
Q1 2021 | $232,000 | +465.9% | 7,300 | +440.7% | 0.01% | +350.0% |
Q4 2020 | $41,000 | -90.2% | 1,350 | -91.3% | 0.00% | -90.0% |
Q3 2020 | $417,000 | -22.6% | 15,569 | -29.7% | 0.02% | -33.3% |
Q2 2020 | $539,000 | -37.2% | 22,132 | -46.6% | 0.03% | -46.4% |
Q1 2020 | $858,000 | -33.9% | 41,473 | -12.6% | 0.06% | -17.6% |
Q4 2019 | $1,299,000 | +30.8% | 47,443 | +25.3% | 0.07% | +11.5% |
Q3 2019 | $993,000 | 0.0% | 37,858 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $993,000 | +36.4% | 37,858 | +35.2% | 0.06% | +19.6% |
Q1 2019 | $728,000 | +10.1% | 28,001 | -0.3% | 0.05% | -12.1% |
Q4 2018 | $661,000 | +65.7% | 28,077 | +80.9% | 0.06% | +100.0% |
Q3 2018 | $399,000 | -58.5% | 15,519 | -56.8% | 0.03% | -60.3% |
Q2 2018 | $961,000 | +181.0% | 35,887 | +200.8% | 0.07% | +170.4% |
Q1 2018 | $342,000 | -12.1% | 11,930 | -14.3% | 0.03% | -20.6% |
Q4 2017 | $389,000 | +8.4% | 13,919 | +4.2% | 0.03% | -17.1% |
Q3 2017 | $359,000 | +508.5% | 13,354 | +464.2% | 0.04% | +412.5% |
Q2 2017 | $59,000 | +1080.0% | 2,367 | +1011.3% | 0.01% | +700.0% |
Q1 2017 | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | 0.0% | 213 | -3.2% | 0.00% | 0.0% |
Q1 2016 | $5,000 | +25.0% | 220 | +3.3% | 0.00% | 0.0% |
Q4 2015 | $4,000 | -60.0% | 213 | -55.3% | 0.00% | -66.7% |
Q3 2015 | $10,000 | -16.7% | 476 | 0.0% | 0.00% | -25.0% |
Q2 2015 | $12,000 | +140.0% | 476 | +164.4% | 0.00% | +300.0% |
Q1 2015 | $5,000 | – | 180 | – | 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% |