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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $588,000 | 0.0% | 19,846 | +2.8% | 0.22% | -9.8% |
Q3 2021 | $588,000 | -1.7% | 19,301 | +6.1% | 0.24% | -0.8% |
Q2 2021 | $598,000 | +7.4% | 18,188 | +3.7% | 0.25% | +0.8% |
Q1 2021 | $557,000 | +3.7% | 17,542 | +0.1% | 0.24% | -1.2% |
Q4 2020 | $537,000 | +15.0% | 17,518 | +0.4% | 0.25% | +0.8% |
Q3 2020 | $467,000 | +20.4% | 17,452 | +9.6% | 0.24% | +7.9% |
Q2 2020 | $388,000 | +26.0% | 15,928 | +7.0% | 0.23% | +2.7% |
Q1 2020 | $308,000 | -22.4% | 14,890 | +2.5% | 0.22% | -3.9% |
Q4 2019 | $397,000 | +4.7% | 14,523 | -3.6% | 0.23% | -4.2% |
Q3 2019 | $379,000 | +5.9% | 15,073 | +10.4% | 0.24% | +5.3% |
Q2 2019 | $358,000 | +9.5% | 13,658 | +8.6% | 0.23% | +4.1% |
Q1 2019 | $327,000 | +19.3% | 12,580 | +8.1% | 0.22% | +3.8% |
Q4 2018 | $274,000 | -4.2% | 11,641 | +4.5% | 0.21% | +6.6% |
Q3 2018 | $286,000 | +17.7% | 11,140 | +18.5% | 0.20% | +11.2% |
Q2 2018 | $243,000 | -9.7% | 9,401 | +0.3% | 0.18% | -14.8% |
Q1 2018 | $269,000 | -62.2% | 9,369 | -63.2% | 0.21% | +17.4% |
Q4 2017 | $711,000 | +202.6% | 25,440 | +191.1% | 0.18% | -7.3% |
Q3 2017 | $235,000 | +13.5% | 8,738 | +4.7% | 0.19% | +8.5% |
Q2 2017 | $207,000 | – | 8,349 | – | 0.18% | – |
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% |