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 | $209,491 | -3.7% | 8,751 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $217,548 | -1.5% | 8,833 | -2.0% | 0.01% | -6.7% |
| Q1 2023 | $220,958 | +100335.5% | 9,011 | -3.0% | 0.02% | 0.0% |
| Q4 2022 | $220 | -99.9% | 9,289 | +2.5% | 0.02% | -6.2% |
| Q3 2022 | $203,000 | -11.7% | 9,065 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $230,000 | -54.5% | 9,065 | -50.3% | 0.02% | -51.4% |
| Q1 2022 | $506,000 | +87.4% | 18,256 | +100.0% | 0.04% | +84.2% |
| Q4 2021 | $270,000 | – | 9,127 | – | 0.02% | – |
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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% |