SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | +16.7% | 262 | +17.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 223 | -31.8% | 0.00% | -66.7% |
| Q1 2020 | $7,000 | -22.2% | 327 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | +12.5% | 327 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $8,000 | -11.1% | 327 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 327 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $9,000 | +12.5% | 327 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 327 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $8,000 | -11.1% | 327 | -0.3% | 0.01% | -28.6% |
| Q1 2018 | $9,000 | -10.0% | 328 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 328 | +2.5% | 0.01% | -12.5% |
| Q3 2017 | $9,000 | +12.5% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | – | 320 | – | 0.01% | – |
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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% |