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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $256,541 | -9.3% | 10,716 | -6.7% | 0.08% | -1.2% |
Q2 2023 | $282,854 | -60.7% | 11,484 | -64.2% | 0.08% | -66.1% |
Q3 2022 | $719,000 | +26.6% | 32,112 | +43.2% | 0.24% | +33.3% |
Q2 2022 | $568,000 | -5.5% | 22,417 | +3.5% | 0.18% | +9.3% |
Q1 2022 | $601,000 | +14.3% | 21,659 | +21.9% | 0.16% | +82.0% |
Q4 2021 | $526,000 | -0.4% | 17,770 | +2.4% | 0.09% | -14.4% |
Q3 2021 | $528,000 | +67.6% | 17,347 | +81.0% | 0.10% | +57.6% |
Q2 2021 | $315,000 | – | 9,586 | – | 0.07% | – |
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% |