SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,945 | -21.0% | 1,991 | -18.8% | 0.01% | -14.3% |
| Q2 2023 | $60,687 | -25.4% | 2,451 | -26.7% | 0.01% | -22.2% |
| Q1 2023 | $81,317 | -78.3% | 3,345 | -78.9% | 0.02% | -78.0% |
| Q4 2022 | $375,574 | +4.0% | 15,867 | -1.5% | 0.08% | -4.7% |
| Q3 2022 | $361,000 | -15.7% | 16,109 | -4.3% | 0.09% | -10.4% |
| Q2 2022 | $428,000 | -8.4% | 16,826 | +0.0% | 0.10% | +5.5% |
| Q1 2022 | $467,000 | -2.3% | 16,825 | +4.4% | 0.09% | 0.0% |
| Q4 2021 | $478,000 | -2.6% | 16,110 | +0.0% | 0.09% | -4.2% |
| Q3 2021 | $491,000 | -7.4% | 16,107 | -0.1% | 0.10% | -9.5% |
| Q2 2021 | $530,000 | -0.7% | 16,120 | -4.0% | 0.10% | -11.8% |
| Q1 2021 | $534,000 | +11.5% | 16,800 | -6.2% | 0.12% | +2.6% |
| Q3 2020 | $479,000 | -22.7% | 17,909 | -29.7% | 0.12% | -28.0% |
| Q2 2020 | $620,000 | -20.5% | 25,471 | -32.4% | 0.16% | -26.8% |
| Q1 2020 | $780,000 | -35.5% | 37,692 | -14.7% | 0.22% | -22.8% |
| Q4 2019 | $1,210,000 | +5.1% | 44,201 | -3.5% | 0.28% | +11.8% |
| Q3 2019 | $1,151,000 | – | 45,813 | – | 0.26% | – |
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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% |