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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $731,008 | -16.0% | 30,535 | -13.5% | 0.00% | 0.0% |
Q2 2023 | $869,783 | -7.2% | 35,314 | -7.6% | 0.00% | 0.0% |
Q1 2023 | $937,571 | +50307.0% | 38,237 | -51.4% | 0.00% | -60.0% |
Q4 2022 | $1,860 | -99.8% | 78,599 | +59.5% | 0.01% | +66.7% |
Q3 2022 | $1,104,000 | -15.5% | 49,269 | -4.4% | 0.00% | -25.0% |
Q2 2022 | $1,307,000 | +8.8% | 51,513 | +19.1% | 0.00% | +33.3% |
Q1 2022 | $1,201,000 | -17.3% | 43,244 | -11.8% | 0.00% | 0.0% |
Q4 2021 | $1,452,000 | -6.9% | 49,026 | -4.1% | 0.00% | -25.0% |
Q3 2021 | $1,559,000 | -8.6% | 51,137 | -1.4% | 0.00% | 0.0% |
Q2 2021 | $1,706,000 | +7.6% | 51,882 | +4.0% | 0.00% | 0.0% |
Q1 2021 | $1,586,000 | +15.1% | 49,910 | +11.0% | 0.00% | 0.0% |
Q4 2020 | $1,378,000 | -8.8% | 44,969 | -20.4% | 0.00% | -20.0% |
Q3 2020 | $1,511,000 | +0.9% | 56,460 | -8.2% | 0.01% | -16.7% |
Q2 2020 | $1,497,000 | +7.1% | 61,470 | -9.1% | 0.01% | 0.0% |
Q1 2020 | $1,398,000 | -38.5% | 67,590 | -18.6% | 0.01% | -25.0% |
Q4 2019 | $2,273,000 | +20.5% | 83,045 | +10.7% | 0.01% | +14.3% |
Q3 2019 | $1,886,000 | +1.3% | 75,050 | +5.8% | 0.01% | 0.0% |
Q2 2019 | $1,861,000 | – | 70,934 | – | 0.01% | – |
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% |