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 | $7,460,926 | -2.8% | 311,651 | 0.0% | 0.96% | +0.6% |
Q2 2023 | $7,675,965 | -0.6% | 311,651 | -1.1% | 0.95% | -0.5% |
Q1 2023 | $7,723,619 | +5.6% | 314,993 | +1.9% | 0.96% | +2.2% |
Q4 2022 | $7,314,118 | +8.6% | 309,004 | +2.7% | 0.94% | -0.3% |
Q3 2022 | $6,737,000 | -62.4% | 300,760 | -57.4% | 0.94% | -52.8% |
Q2 2022 | $17,907,000 | -37.0% | 705,565 | -31.1% | 1.99% | -26.6% |
Q1 2022 | $28,417,000 | -5.7% | 1,023,300 | +0.6% | 2.72% | +0.6% |
Q4 2021 | $30,128,000 | +0.7% | 1,017,136 | +3.6% | 2.70% | -4.5% |
Q3 2021 | $29,926,000 | – | 981,810 | – | 2.83% | – |
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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% |