SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $142,000 | -9.0% | 5,610 | +0.0% | 0.05% | +11.4% |
| Q1 2022 | $156,000 | +4.0% | 5,609 | +11.0% | 0.04% | +4.8% |
| Q4 2021 | $150,000 | +41.5% | 5,052 | +45.9% | 0.04% | +31.2% |
| Q3 2021 | $106,000 | +12.8% | 3,462 | +21.6% | 0.03% | +18.5% |
| Q2 2021 | $94,000 | +91.8% | 2,847 | +84.6% | 0.03% | +68.8% |
| Q1 2021 | $49,000 | +250.0% | 1,542 | +248.9% | 0.02% | +220.0% |
| Q4 2020 | $14,000 | +16.7% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 442 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $10,000 | +11.1% | 442 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $9,000 | -25.0% | 442 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 442 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | – | 442 | – | 0.01% | – |
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% |