SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,990 | -90.5% | 8,197 | -89.2% | 0.05% | -88.4% |
| Q1 2022 | $2,105,000 | -6.1% | 75,811 | +0.2% | 0.43% | +1.6% |
| Q4 2021 | $2,242,000 | -5.8% | 75,695 | -3.0% | 0.42% | -17.8% |
| Q3 2021 | $2,379,000 | -8.4% | 78,064 | -1.1% | 0.52% | -6.7% |
| Q2 2021 | $2,596,000 | +7.3% | 78,960 | +3.7% | 0.55% | -2.1% |
| Q1 2021 | $2,419,000 | +15.3% | 76,111 | +11.2% | 0.57% | +7.4% |
| Q4 2020 | $2,098,000 | +13.3% | 68,434 | -1.1% | 0.53% | -0.6% |
| Q3 2020 | $1,852,000 | +7.9% | 69,225 | -1.8% | 0.53% | -3.3% |
| Q2 2020 | $1,716,000 | +2.1% | 70,459 | -13.2% | 0.55% | -17.8% |
| Q1 2020 | $1,680,000 | -30.1% | 81,213 | -7.5% | 0.67% | -14.5% |
| Q4 2019 | $2,403,000 | +8.6% | 87,809 | -0.3% | 0.78% | -8.7% |
| Q3 2019 | $2,213,000 | -3.6% | 88,079 | +0.7% | 0.85% | -8.5% |
| Q2 2019 | $2,296,000 | +2.7% | 87,495 | +1.8% | 0.93% | -2.4% |
| Q1 2019 | $2,235,000 | +19.9% | 85,924 | +8.5% | 0.96% | -0.3% |
| Q4 2018 | $1,864,000 | -6.8% | 79,216 | +1.8% | 0.96% | +16.1% |
| Q3 2018 | $2,001,000 | +5.1% | 77,847 | +5.9% | 0.83% | -3.3% |
| Q2 2018 | $1,903,000 | +8.1% | 73,491 | +19.7% | 0.85% | +13.7% |
| Q1 2018 | $1,761,000 | +14.1% | 61,374 | +11.1% | 0.75% | +20.4% |
| Q4 2017 | $1,543,000 | +43.4% | 55,232 | +38.2% | 0.62% | +17.3% |
| Q3 2017 | $1,076,000 | +58.5% | 39,974 | +46.2% | 0.53% | +50.7% |
| Q2 2017 | $679,000 | +41.5% | 27,344 | +36.7% | 0.35% | +32.7% |
| Q1 2017 | $480,000 | +49.1% | 20,005 | +33.8% | 0.27% | +43.0% |
| Q4 2016 | $322,000 | +12.6% | 14,950 | +20.5% | 0.19% | +6.3% |
| Q3 2016 | $286,000 | – | 12,405 | – | 0.18% | – |
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% |