SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,065,617 | -4.8% | 86,283 | -5.4% | 1.35% | -4.5% |
| Q2 2023 | $2,170,832 | -2.3% | 91,173 | +0.7% | 1.41% | -1.8% |
| Q1 2023 | $2,220,975 | +3.6% | 90,578 | +0.0% | 1.44% | -2.2% |
| Q4 2022 | $2,143,132 | +5.3% | 90,542 | -0.3% | 1.47% | -0.1% |
| Q3 2022 | $2,035,000 | -9.8% | 90,838 | +2.2% | 1.47% | -4.1% |
| Q2 2022 | $2,255,000 | -7.0% | 88,857 | +1.7% | 1.53% | +5.4% |
| Q1 2022 | $2,426,000 | -11.3% | 87,357 | -5.4% | 1.46% | -8.5% |
| Q4 2021 | $2,734,000 | -5.2% | 92,307 | -2.4% | 1.59% | -7.6% |
| Q3 2021 | $2,884,000 | -9.3% | 94,607 | -2.1% | 1.72% | -7.1% |
| Q2 2021 | $3,178,000 | +4.9% | 96,661 | +1.4% | 1.86% | -0.9% |
| Q1 2021 | $3,029,000 | +3.5% | 95,299 | -0.2% | 1.87% | -4.2% |
| Q4 2020 | $2,927,000 | +14.0% | 95,495 | -0.4% | 1.96% | +4.8% |
| Q3 2020 | $2,567,000 | +5.8% | 95,926 | -3.7% | 1.87% | +2.1% |
| Q2 2020 | $2,427,000 | +60.4% | 99,661 | +36.3% | 1.83% | +38.9% |
| Q1 2020 | $1,513,000 | -27.0% | 73,118 | -3.5% | 1.32% | -9.0% |
| Q4 2019 | $2,073,000 | +3.0% | 75,748 | -5.4% | 1.45% | -3.0% |
| Q3 2019 | $2,013,000 | -0.7% | 80,102 | +3.7% | 1.49% | -1.3% |
| Q2 2019 | $2,027,000 | -0.4% | 77,238 | -1.3% | 1.51% | -1.2% |
| Q1 2019 | $2,036,000 | +12.2% | 78,291 | +1.6% | 1.53% | +2.1% |
| Q4 2018 | $1,814,000 | -7.7% | 77,074 | +0.8% | 1.50% | +2.3% |
| Q3 2018 | $1,966,000 | +3.4% | 76,456 | +4.1% | 1.47% | +2.0% |
| Q2 2018 | $1,901,000 | -7.4% | 73,416 | +2.7% | 1.44% | -11.8% |
| Q1 2018 | $2,053,000 | +6.8% | 71,518 | +3.9% | 1.63% | +7.4% |
| Q4 2017 | $1,923,000 | +9.7% | 68,810 | +5.6% | 1.52% | +5.5% |
| Q3 2017 | $1,753,000 | +7.2% | 65,137 | -1.1% | 1.44% | -13.6% |
| Q2 2017 | $1,636,000 | +8.1% | 65,835 | +4.2% | 1.66% | +25.4% |
| Q1 2017 | $1,514,000 | +11.8% | 63,162 | +0.6% | 1.33% | +6.8% |
| Q4 2016 | $1,354,000 | +10.3% | 62,802 | +17.9% | 1.24% | +5.2% |
| Q3 2016 | $1,228,000 | +25.7% | 53,252 | +16.0% | 1.18% | +21.5% |
| Q2 2016 | $977,000 | +37.0% | 45,890 | +33.6% | 0.97% | +37.8% |
| Q1 2016 | $713,000 | +692.2% | 34,339 | +646.2% | 0.71% | +675.8% |
| Q4 2015 | $90,000 | – | 4,602 | – | 0.09% | – |
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% |