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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,229 | -23.1% | 2,701 | -25.8% | 0.01% | -25.0% |
| Q4 2022 | $86,111 | +34.5% | 3,638 | +28.2% | 0.01% | +20.0% |
| Q3 2022 | $64,000 | -11.1% | 2,837 | +0.4% | 0.01% | -9.1% |
| Q2 2022 | $72,000 | -7.7% | 2,827 | -0.4% | 0.01% | -8.3% |
| Q1 2022 | $78,000 | -7.1% | 2,839 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $84,000 | -4.5% | 2,851 | -1.4% | 0.01% | -7.7% |
| Q3 2021 | $88,000 | -8.3% | 2,891 | -1.2% | 0.01% | -18.8% |
| Q2 2021 | $96,000 | +4.3% | 2,926 | +0.6% | 0.02% | -59.0% |
| Q1 2021 | $92,000 | -5.2% | 2,909 | -8.0% | 0.04% | -9.3% |
| Q4 2020 | $97,000 | +12.8% | 3,161 | -2.2% | 0.04% | +26.5% |
| Q3 2020 | $86,000 | +4.9% | 3,232 | -4.2% | 0.03% | -2.9% |
| Q2 2020 | $82,000 | +15.5% | 3,372 | -1.4% | 0.04% | 0.0% |
| Q1 2020 | $71,000 | -23.7% | 3,419 | +0.6% | 0.04% | -2.8% |
| Q4 2019 | $93,000 | -15.5% | 3,399 | -22.4% | 0.04% | -26.5% |
| Q3 2019 | $110,000 | +25.0% | 4,379 | +30.1% | 0.05% | +22.5% |
| Q2 2019 | $88,000 | 0.0% | 3,367 | -0.8% | 0.04% | +2.6% |
| Q1 2019 | $88,000 | -30.2% | 3,394 | -36.6% | 0.04% | -36.1% |
| Q4 2018 | $126,000 | +15.6% | 5,356 | +26.4% | 0.06% | +32.6% |
| Q3 2018 | $109,000 | +6.9% | 4,236 | +7.3% | 0.05% | +2.2% |
| Q2 2018 | $102,000 | -18.4% | 3,946 | -9.5% | 0.04% | -22.4% |
| Q1 2018 | $125,000 | -64.5% | 4,360 | -65.4% | 0.06% | -62.6% |
| Q4 2017 | $352,000 | +91.3% | 12,592 | +33.4% | 0.16% | +52.0% |
| Q4 2015 | $184,000 | -16.7% | 9,437 | -13.7% | 0.10% | -23.3% |
| Q3 2015 | $221,000 | +497.3% | 10,937 | +629.1% | 0.13% | +533.3% |
| Q2 2015 | $37,000 | +37.0% | 1,500 | +36.4% | 0.02% | +23.5% |
| Q1 2015 | $27,000 | – | 1,100 | – | 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% |