SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $27,000 | -35.7% | 904 | -34.6% | 0.00% | -33.3% |
Q3 2021 | $42,000 | -4.5% | 1,383 | +2.7% | 0.00% | -25.0% |
Q2 2021 | $44,000 | +2.3% | 1,346 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $43,000 | +7.5% | 1,346 | +2.7% | 0.00% | 0.0% |
Q4 2020 | $40,000 | +60.0% | 1,311 | +37.7% | 0.00% | +33.3% |
Q3 2020 | $25,000 | +38.9% | 952 | +9.6% | 0.00% | +50.0% |
Q1 2020 | $18,000 | -25.0% | 869 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $24,000 | +9.1% | 869 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $22,000 | +83.3% | 869 | +97.5% | 0.00% | +100.0% |
Q2 2019 | $12,000 | -20.0% | 440 | -28.7% | 0.00% | -66.7% |
Q4 2018 | $15,000 | +25.0% | 617 | +40.2% | 0.00% | 0.0% |
Q3 2017 | $12,000 | -99.9% | 440 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $11,000,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $11,000,000 | -63.3% | 440 | -68.4% | 0.00% | -40.0% |
Q4 2016 | $30,000,000 | +93650.0% | 1,392 | 0.0% | 0.01% | -16.7% |
Q3 2016 | $32,000 | +255.6% | 1,392 | +216.4% | 0.01% | +100.0% |
Q2 2016 | $9,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $9,000 | +12.5% | 440 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $8,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -20.0% | 440 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $10,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $10,000 | -9.1% | 440 | 0.0% | 0.00% | -25.0% |
Q4 2014 | $11,000 | – | 440 | – | 0.00% | – |
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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% |