SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,711,313 | -3.3% | 238,568 | -0.5% | 0.10% | -1.0% |
| Q2 2023 | $5,903,584 | -0.1% | 239,691 | -0.6% | 0.10% | -22.9% |
| Q1 2023 | $5,909,912 | -3.5% | 241,024 | -6.8% | 0.13% | -12.7% |
| Q4 2022 | $6,123,349 | +2.4% | 258,697 | -3.1% | 0.15% | -20.2% |
| Q3 2022 | $5,977,000 | -16.9% | 266,841 | -5.8% | 0.19% | -7.4% |
| Q2 2022 | $7,190,000 | -14.9% | 283,295 | -6.9% | 0.20% | -3.8% |
| Q1 2022 | $8,451,000 | -4.4% | 304,329 | +2.0% | 0.21% | -12.4% |
| Q4 2021 | $8,841,000 | +165.1% | 298,489 | +172.8% | 0.24% | -28.9% |
| Q3 2021 | $3,335,000 | -65.6% | 109,420 | -62.8% | 0.34% | -4.0% |
| Q2 2021 | $9,682,000 | +32.2% | 294,474 | +27.8% | 0.35% | +15.0% |
| Q1 2021 | $7,323,000 | -7.7% | 230,431 | -10.9% | 0.31% | -15.4% |
| Q4 2020 | $7,930,000 | +14.0% | 258,726 | -0.4% | 0.36% | -1.1% |
| Q3 2020 | $6,954,000 | +9.1% | 259,853 | -0.7% | 0.37% | -2.7% |
| Q2 2020 | $6,373,000 | +29.9% | 261,730 | +10.4% | 0.38% | +4.1% |
| Q1 2020 | $4,905,000 | -18.8% | 237,085 | +7.4% | 0.36% | -5.7% |
| Q4 2019 | $6,042,000 | +15.6% | 220,759 | +6.2% | 0.38% | +1.6% |
| Q3 2019 | $5,225,000 | +4.5% | 207,908 | +9.1% | 0.38% | +1.6% |
| Q2 2019 | $5,002,000 | +12.2% | 190,619 | +11.2% | 0.37% | +1.6% |
| Q1 2019 | $4,459,000 | -43.5% | 171,423 | -48.9% | 0.37% | -59.9% |
| Q4 2018 | $7,891,000 | +8.1% | 335,354 | +18.1% | 0.91% | +25.9% |
| Q3 2018 | $7,298,000 | +8.3% | 283,850 | +9.1% | 0.72% | +1.0% |
| Q2 2018 | $6,739,000 | +68.6% | 260,292 | +86.9% | 0.72% | +70.5% |
| Q1 2018 | $3,997,000 | +17.2% | 139,267 | +14.1% | 0.42% | +17.3% |
| Q4 2017 | $3,411,000 | +1.0% | 122,092 | -2.7% | 0.36% | -10.2% |
| Q3 2017 | $3,377,000 | -24.6% | 125,497 | -30.4% | 0.40% | -27.9% |
| Q2 2017 | $4,480,000 | +80.1% | 180,294 | +73.8% | 0.56% | +75.6% |
| Q1 2017 | $2,487,000 | +111.3% | 103,759 | +90.0% | 0.32% | +88.1% |
| Q4 2016 | $1,177,000 | -16.7% | 54,602 | -10.9% | 0.17% | -36.1% |
| Q3 2016 | $1,413,000 | -57.6% | 61,267 | -60.9% | 0.26% | -71.8% |
| Q2 2016 | $3,332,000 | +0.9% | 156,509 | -1.5% | 0.93% | -12.5% |
| Q1 2016 | $3,301,000 | -30.7% | 158,919 | -34.9% | 1.07% | -44.5% |
| Q4 2015 | $4,762,000 | +13.3% | 244,093 | +17.4% | 1.92% | +5.1% |
| Q3 2015 | $4,203,000 | -3.1% | 207,846 | +17.8% | 1.83% | -0.2% |
| Q2 2015 | $4,336,000 | +29.9% | 176,416 | +28.7% | 1.83% | +19.8% |
| Q1 2015 | $3,339,000 | – | 137,057 | – | 1.53% | – |
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% |