SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,545 | -3.2% | 10,925 | -0.4% | 0.06% | -4.6% |
| Q2 2023 | $270,240 | +3.7% | 10,972 | +3.2% | 0.06% | -4.4% |
| Q1 2023 | $260,623 | -12.6% | 10,629 | -15.6% | 0.07% | -19.0% |
| Q4 2022 | $298,100 | -53.0% | 12,594 | -55.5% | 0.08% | -61.1% |
| Q3 2022 | $634,000 | +12.6% | 28,325 | +27.8% | 0.22% | +13.7% |
| Q2 2022 | $563,000 | +49.3% | 22,164 | +60.9% | 0.19% | +11.8% |
| Q4 2019 | $377,000 | +1.1% | 13,778 | -7.1% | 0.17% | -7.6% |
| Q3 2019 | $373,000 | -4.8% | 14,833 | -0.6% | 0.18% | -8.5% |
| Q2 2019 | $392,000 | +1.3% | 14,925 | +0.2% | 0.20% | -1.5% |
| Q1 2019 | $387,000 | +11.2% | 14,898 | +0.7% | 0.20% | -6.0% |
| Q4 2018 | $348,000 | – | 14,790 | – | 0.22% | – |
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% |