SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,325,723 | +35.0% | 53,825 | +34.4% | 0.01% | -10.0% |
| Q1 2023 | $981,746 | +23.3% | 40,038 | +12.5% | 0.01% | 0.0% |
| Q3 2022 | $796,000 | -12.7% | 35,575 | -1.1% | 0.01% | -16.7% |
| Q2 2022 | $912,000 | -8.6% | 35,965 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $998,000 | -6.3% | 35,965 | -0.0% | 0.01% | -8.3% |
| Q4 2021 | $1,065,000 | -2.8% | 35,966 | +0.0% | 0.01% | -20.0% |
| Q3 2021 | $1,096,000 | -7.4% | 35,964 | -0.0% | 0.02% | -6.2% |
| Q2 2021 | $1,183,000 | +3.5% | 35,973 | +0.0% | 0.02% | -20.0% |
| Q1 2021 | $1,143,000 | +9.9% | 35,966 | +5.9% | 0.02% | -9.1% |
| Q4 2020 | $1,040,000 | +80.6% | 33,962 | +57.7% | 0.02% | +46.7% |
| Q3 2020 | $576,000 | +9.3% | 21,542 | -0.4% | 0.02% | -6.2% |
| Q2 2020 | $527,000 | +72.8% | 21,623 | +46.7% | 0.02% | +23.1% |
| Q1 2020 | $305,000 | +1.0% | 14,742 | +33.6% | 0.01% | +8.3% |
| Q4 2019 | $302,000 | +9.0% | 11,031 | +0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | – | 11,029 | – | 0.01% | – |
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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% |