SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $133,000 | -2.2% | 4,184 | -36.6% | 0.01% | -50.0% |
| Q1 2020 | $136,000 | +18.3% | 6,596 | +57.2% | 0.02% | +33.3% |
| Q4 2019 | $115,000 | – | 4,196 | +59842.9% | 0.02% | – |
| Q2 2019 | $0 | -100.0% | 7 | -87.7% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 57 | +14.0% | 0.00% | – |
| Q3 2018 | $1,000 | -66.7% | 50 | -50.0% | 0.00% | -100.0% |
| Q2 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | – | 100 | – | 0.00% | – |
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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% |