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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -50.0% | 59 | -50.8% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | -97.6% | 120 | -97.8% | 0.00% | -97.4% |
| Q3 2021 | $170,000 | -22.4% | 5,570 | -16.3% | 0.08% | -18.8% |
| Q2 2021 | $219,000 | +3.3% | 6,654 | -0.1% | 0.10% | +5.5% |
| Q1 2021 | $212,000 | +13.4% | 6,661 | +9.0% | 0.09% | +4.6% |
| Q4 2020 | $187,000 | +21.4% | 6,111 | +6.3% | 0.09% | -3.3% |
| Q3 2020 | $154,000 | +2.7% | 5,751 | -6.5% | 0.09% | -5.3% |
| Q2 2020 | $150,000 | +18.1% | 6,154 | 0.0% | 0.10% | +3.3% |
| Q1 2020 | $127,000 | -14.2% | 6,154 | +13.9% | 0.09% | +29.6% |
| Q4 2019 | $148,000 | -62.7% | 5,402 | -60.9% | 0.07% | -76.6% |
| Q1 2018 | $397,000 | +28.5% | 13,816 | +24.7% | 0.30% | +33.5% |
| Q4 2017 | $309,000 | -24.1% | 11,077 | -41.4% | 0.23% | -34.6% |
| Q4 2016 | $407,000 | +2.0% | 18,891 | +9.3% | 0.35% | +2.7% |
| Q3 2016 | $399,000 | -5.7% | 17,282 | -13.1% | 0.34% | +33.1% |
| Q2 2016 | $423,000 | +3.9% | 19,890 | +1.4% | 0.25% | -3.1% |
| Q1 2016 | $407,000 | – | 19,606 | – | 0.26% | – |
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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% |