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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,275,148 | +18.9% | 805,106 | +22.3% | 0.03% | -3.4% |
| Q2 2023 | $16,211,566 | +97.7% | 658,396 | +97.0% | 0.03% | +93.3% |
| Q1 2023 | $8,198,096 | +2.3% | 334,234 | -1.3% | 0.02% | -6.2% |
| Q4 2022 | $8,014,279 | +4.8% | 338,552 | -0.8% | 0.02% | -5.9% |
| Q3 2022 | $7,649,000 | -3.8% | 341,440 | +8.9% | 0.02% | -5.6% |
| Q2 2022 | $7,954,000 | +6.1% | 313,667 | -6.5% | 0.02% | +20.0% |
| Q1 2022 | $7,496,000 | -50.4% | 335,321 | -34.2% | 0.02% | -48.3% |
| Q4 2021 | $15,103,000 | -19.7% | 509,348 | -17.5% | 0.03% | -25.6% |
| Q3 2021 | $18,814,000 | -19.3% | 617,271 | -13.1% | 0.04% | -22.0% |
| Q2 2021 | $23,323,000 | +11.7% | 709,946 | +8.1% | 0.05% | 0.0% |
| Q1 2021 | $20,885,000 | +11.2% | 656,764 | +7.2% | 0.05% | 0.0% |
| Q4 2020 | $18,782,000 | +6.3% | 612,810 | -7.6% | 0.05% | -5.7% |
| Q3 2020 | $17,671,000 | +37.6% | 663,447 | +25.9% | 0.05% | +23.3% |
| Q2 2020 | $12,842,000 | +114.3% | 526,766 | -93.5% | 0.04% | +72.0% |
| Q1 2020 | $5,992,000 | – | 8,146,317 | – | 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% |