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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $406 | +10.6% | 16,519 | +10.3% | 0.04% | +2.3% |
| Q1 2023 | $367 | +19.5% | 14,970 | +15.4% | 0.04% | +34.4% |
| Q4 2022 | $307 | -99.9% | 12,969 | +1.7% | 0.03% | +3.2% |
| Q3 2022 | $287,000 | -25.8% | 12,750 | -16.6% | 0.03% | -40.4% |
| Q2 2022 | $387,000 | -8.3% | 15,287 | +1.1% | 0.05% | +40.5% |
| Q1 2022 | $422,000 | +5.0% | 15,126 | +12.0% | 0.04% | +12.1% |
| Q4 2021 | $402,000 | +29.7% | 13,508 | +33.2% | 0.03% | +26.9% |
| Q3 2021 | $310,000 | +36.0% | 10,138 | +45.4% | 0.03% | -10.3% |
| Q2 2021 | $228,000 | +20.6% | 6,971 | +17.5% | 0.03% | 0.0% |
| Q1 2021 | $189,000 | – | 5,932 | – | 0.03% | – |
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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% |