SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,768 | -2.8% | 408 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $10,049 | -98.5% | 408 | -98.4% | 0.01% | -98.2% |
| Q1 2022 | $690,000 | -6.2% | 24,865 | +0.0% | 0.38% | -11.2% |
| Q4 2021 | $736,000 | -0.8% | 24,855 | +2.2% | 0.43% | -5.7% |
| Q3 2021 | $742,000 | -28.3% | 24,331 | -22.7% | 0.45% | -24.2% |
| Q2 2021 | $1,035,000 | +3.1% | 31,487 | -21.7% | 0.60% | -16.2% |
| Q1 2021 | $1,004,000 | +54.5% | 40,199 | +89.6% | 0.71% | +24.6% |
| Q4 2020 | $650,000 | +948.4% | 21,201 | +822.2% | 0.57% | +887.9% |
| Q3 2020 | $62,000 | +34.8% | 2,299 | +21.9% | 0.06% | +26.1% |
| Q2 2020 | $46,000 | -95.9% | 1,886 | -96.6% | 0.05% | -93.9% |
| Q1 2020 | $1,135,000 | -24.1% | 54,855 | +0.4% | 0.76% | -16.0% |
| Q4 2019 | $1,496,000 | +6.9% | 54,660 | -1.8% | 0.90% | +37.7% |
| Q3 2019 | $1,399,000 | -3.7% | 55,675 | +0.6% | 0.66% | -6.8% |
| Q2 2019 | $1,452,000 | +2.3% | 55,325 | +1.4% | 0.70% | -5.2% |
| Q1 2019 | $1,419,000 | +10.5% | 54,550 | -0.0% | 0.74% | -4.4% |
| Q4 2018 | $1,284,000 | -18.8% | 54,551 | -11.3% | 0.78% | -12.5% |
| Q3 2018 | $1,582,000 | -1.2% | 61,518 | -0.6% | 0.89% | -3.4% |
| Q2 2018 | $1,602,000 | -10.1% | 61,865 | -0.3% | 0.92% | -6.2% |
| Q1 2018 | $1,781,000 | -0.9% | 62,063 | -3.5% | 0.98% | -11.0% |
| Q4 2017 | $1,798,000 | +5.5% | 64,335 | +1.6% | 1.10% | -6.7% |
| Q3 2017 | $1,704,000 | +8.4% | 63,339 | +0.1% | 1.18% | -3.4% |
| Q2 2017 | $1,572,000 | +25.2% | 63,248 | +20.7% | 1.22% | +7.3% |
| Q1 2017 | $1,256,000 | +23.5% | 52,396 | +11.1% | 1.14% | +4.9% |
| Q4 2016 | $1,017,000 | – | 47,170 | – | 1.09% | – |
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% |