SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $336,978 | +1.7% | 13,743 | -1.8% | 0.14% | -12.7% |
| Q4 2022 | $331,309 | -7.7% | 13,997 | -12.6% | 0.16% | -35.1% |
| Q3 2022 | $359,000 | -12.7% | 16,008 | -1.2% | 0.24% | -42.0% |
| Q2 2022 | $411,000 | -28.6% | 16,197 | -21.9% | 0.42% | -21.2% |
| Q1 2022 | $576,000 | +9.9% | 20,733 | +17.2% | 0.53% | +17.0% |
| Q4 2021 | $524,000 | -1.3% | 17,694 | +1.5% | 0.45% | -7.4% |
| Q3 2021 | $531,000 | -90.6% | 17,434 | +1.4% | 0.49% | +4.3% |
| Q2 2021 | $5,651,000 | +848.2% | 17,187 | -8.4% | 0.47% | +6.4% |
| Q1 2021 | $596,000 | +119.9% | 18,769 | +112.7% | 0.44% | +109.5% |
| Q4 2020 | $271,000 | – | 8,826 | – | 0.21% | – |
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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% |