SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,762 | -15.9% | 10,552 | -20.5% | 0.06% | -26.8% |
| Q3 2022 | $297,000 | -23.8% | 13,278 | -13.5% | 0.08% | +1.2% |
| Q2 2022 | $390,000 | -8.0% | 15,348 | +0.6% | 0.08% | -21.4% |
| Q1 2022 | $424,000 | -6.8% | 15,258 | -0.7% | 0.10% | +3.0% |
| Q4 2021 | $455,000 | -13.2% | 15,360 | -10.7% | 0.10% | -30.6% |
| Q3 2021 | $524,000 | -6.8% | 17,199 | +0.7% | 0.14% | -19.6% |
| Q2 2021 | $562,000 | +56.1% | 17,081 | +47.5% | 0.18% | -2.2% |
| Q1 2021 | $360,000 | – | 11,582 | – | 0.18% | – |
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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% |