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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,906 | -3.1% | 15,368 | -0.3% | 0.02% | +5.9% |
| Q2 2023 | $379,506 | +76.5% | 15,408 | +60.2% | 0.02% | +30.8% |
| Q3 2022 | $215,000 | -11.9% | 9,620 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $244,000 | -8.6% | 9,620 | +0.0% | 0.01% | +7.7% |
| Q1 2022 | $267,000 | -37.0% | 9,617 | -32.9% | 0.01% | -38.1% |
| Q4 2021 | $424,000 | +68.9% | 14,323 | +87.3% | 0.02% | +50.0% |
| Q2 2021 | $251,000 | +8.2% | 7,646 | +4.9% | 0.01% | 0.0% |
| Q1 2021 | $232,000 | +6.4% | 7,290 | +2.4% | 0.01% | -6.7% |
| Q4 2020 | $218,000 | +1182.4% | 7,120 | +1010.8% | 0.02% | +114.3% |
| Q1 2013 | $17,000 | – | 641 | – | 0.01% | – |
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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% |