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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,819 | -8.4% | 16,826 | -5.8% | 0.02% | 0.0% |
| Q2 2023 | $439,779 | -3.1% | 17,855 | -3.5% | 0.02% | -7.4% |
| Q1 2023 | $453,769 | +5.5% | 18,506 | +1.9% | 0.03% | -3.6% |
| Q4 2022 | $430,029 | +0.5% | 18,168 | -5.0% | 0.03% | -3.4% |
| Q3 2022 | $428,000 | -18.0% | 19,122 | -7.1% | 0.03% | -14.7% |
| Q2 2022 | $522,000 | -15.8% | 20,574 | -7.9% | 0.03% | -5.6% |
| Q1 2022 | $620,000 | -7.9% | 22,341 | -1.7% | 0.04% | -10.0% |
| Q4 2021 | $673,000 | -3.7% | 22,728 | -0.9% | 0.04% | -13.0% |
| Q3 2021 | $699,000 | -29.5% | 22,938 | -23.9% | 0.05% | -37.0% |
| Q2 2021 | $991,000 | +0.9% | 30,132 | -2.5% | 0.07% | -18.9% |
| Q1 2021 | $982,000 | +8.1% | 30,896 | +4.3% | 0.09% | -10.0% |
| Q4 2020 | $908,000 | +33.1% | 29,629 | +16.3% | 0.10% | +16.3% |
| Q3 2020 | $682,000 | +2.4% | 25,468 | -6.9% | 0.09% | +10.3% |
| Q2 2020 | $666,000 | +17.9% | 27,362 | +0.1% | 0.08% | -29.7% |
| Q1 2020 | $565,000 | -14.8% | 27,322 | +12.8% | 0.11% | +24.7% |
| Q4 2019 | $663,000 | – | 24,222 | – | 0.09% | – |
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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% |