SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,650 | +0.4% | 67 | 0.0% | 0.00% | +33.3% |
Q1 2023 | $1,643 | +3.6% | 67 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $1,586 | -99.7% | 67 | -99.6% | 0.00% | -97.3% |
Q4 2021 | $548,000 | +8.9% | 17,578 | +9.0% | 0.15% | +4.2% |
Q3 2021 | $503,000 | -33.9% | 16,127 | -34.2% | 0.14% | -54.0% |
Q2 2021 | $761,000 | +2.7% | 24,493 | +5.3% | 0.31% | +33.8% |
Q1 2021 | $741,000 | -44.1% | 23,252 | -50.8% | 0.23% | -41.1% |
Q1 2018 | $1,326,000 | – | 47,268 | – | 0.39% | – |
Download |
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% |