SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,674 | -2.8% | 14,982 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $369,011 | +1.0% | 14,982 | +0.5% | 0.06% | 0.0% |
| Q1 2023 | $365,450 | +3.6% | 14,904 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $352,781 | +8.2% | 14,904 | +2.5% | 0.06% | -5.9% |
| Q3 2022 | $326,000 | -96.9% | 14,541 | -96.5% | 0.07% | -96.0% |
| Q2 2022 | $10,638,000 | -47.2% | 419,135 | -42.2% | 1.72% | -36.1% |
| Q1 2022 | $20,132,000 | -6.2% | 724,960 | +0.0% | 2.69% | +5.6% |
| Q4 2021 | $21,465,000 | – | 724,666 | – | 2.55% | – |
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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% |