SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,489,991 | -1.2% | 104,010 | +1.7% | 0.25% | -0.4% |
| Q2 2023 | $2,519,197 | +0.6% | 102,282 | +0.2% | 0.25% | -4.2% |
| Q1 2023 | $2,503,355 | -23.6% | 102,094 | -26.2% | 0.26% | -29.6% |
| Q4 2022 | $3,274,947 | +58.4% | 138,359 | +49.8% | 0.37% | +35.9% |
| Q3 2022 | $2,068,000 | +2.5% | 92,333 | +16.1% | 0.27% | +0.7% |
| Q2 2022 | $2,018,000 | +101.6% | 79,531 | +120.7% | 0.27% | +124.0% |
| Q1 2022 | $1,001,000 | -10.4% | 36,040 | -4.4% | 0.12% | -9.0% |
| Q4 2021 | $1,117,000 | +36.2% | 37,696 | +40.1% | 0.13% | +16.7% |
| Q3 2021 | $820,000 | -14.2% | 26,904 | -7.5% | 0.11% | -18.0% |
| Q2 2021 | $956,000 | +1.1% | 29,083 | -2.3% | 0.14% | -9.7% |
| Q1 2021 | $946,000 | +4.1% | 29,779 | +0.5% | 0.15% | -8.9% |
| Q4 2020 | $909,000 | +5.1% | 29,643 | -8.3% | 0.17% | -10.1% |
| Q3 2020 | $865,000 | -4.0% | 32,339 | -12.6% | 0.19% | -5.5% |
| Q2 2020 | $901,000 | +98.9% | 36,992 | +69.3% | 0.20% | +161.8% |
| Q1 2020 | $453,000 | +106.8% | 21,852 | +140.7% | 0.08% | +192.3% |
| Q4 2019 | $219,000 | – | 9,080 | – | 0.03% | – |
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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% |