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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $812,213 | +141.6% | 32,976 | +132.2% | 0.07% | +123.3% |
| Q4 2022 | $336,161 | +23.1% | 14,202 | +16.7% | 0.03% | +15.4% |
| Q3 2022 | $273,000 | -33.6% | 12,169 | -24.9% | 0.03% | -31.6% |
| Q2 2022 | $411,000 | -18.8% | 16,205 | -11.1% | 0.04% | -2.6% |
| Q1 2022 | $506,000 | +19.3% | 18,219 | +27.2% | 0.04% | +14.7% |
| Q4 2021 | $424,000 | +3.7% | 14,323 | +6.6% | 0.03% | -8.1% |
| Q3 2021 | $409,000 | +91.1% | 13,430 | +106.6% | 0.04% | +85.0% |
| Q2 2021 | $214,000 | -7.8% | 6,500 | -23.3% | 0.02% | -50.0% |
| Q4 2019 | $232,000 | +3.1% | 8,479 | -5.2% | 0.04% | -4.8% |
| Q3 2019 | $225,000 | – | 8,947 | – | 0.04% | – |
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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% |