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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $434 | -3.6% | 18,141 | -0.8% | 0.07% | -7.9% |
Q2 2023 | $450 | -1.1% | 18,288 | -1.5% | 0.08% | -9.5% |
Q1 2023 | $455 | +1.1% | 18,575 | -2.2% | 0.08% | -6.7% |
Q4 2022 | $450 | -99.9% | 19,001 | -15.5% | 0.09% | -15.9% |
Q3 2022 | $504,000 | -16.7% | 22,495 | -5.6% | 0.11% | -1.8% |
Q2 2022 | $605,000 | -6.3% | 23,832 | +2.4% | 0.11% | +6.9% |
Q1 2022 | $646,000 | -2.7% | 23,274 | +3.8% | 0.10% | +10.9% |
Q4 2021 | $664,000 | +5.1% | 22,432 | +8.2% | 0.09% | -4.2% |
Q3 2021 | $632,000 | -1.9% | 20,727 | +5.8% | 0.10% | -17.2% |
Q2 2021 | $644,000 | +0.6% | 19,594 | -2.6% | 0.12% | +11.5% |
Q1 2021 | $640,000 | +3.7% | 20,127 | -0.0% | 0.10% | +2.0% |
Q4 2020 | $617,000 | +9.6% | 20,128 | -4.4% | 0.10% | -2.9% |
Q3 2020 | $563,000 | +6.6% | 21,049 | -2.9% | 0.10% | -7.9% |
Q2 2020 | $528,000 | +4.1% | 21,684 | -11.5% | 0.11% | -12.3% |
Q1 2020 | $507,000 | -27.4% | 24,513 | -3.9% | 0.13% | -1.5% |
Q4 2019 | $698,000 | +7.1% | 25,517 | -1.7% | 0.13% | -9.0% |
Q3 2019 | $652,000 | -4.4% | 25,948 | -0.2% | 0.14% | -45.5% |
Q2 2019 | $682,000 | +0.6% | 25,996 | -0.2% | 0.27% | +4.7% |
Q1 2019 | $678,000 | +7.8% | 26,060 | -2.6% | 0.25% | -11.2% |
Q4 2018 | $629,000 | +0.2% | 26,751 | +9.5% | 0.29% | +7.9% |
Q3 2018 | $628,000 | +4.5% | 24,425 | +5.2% | 0.26% | +0.4% |
Q2 2018 | $601,000 | +15.6% | 23,215 | +28.0% | 0.26% | +14.3% |
Q1 2018 | $520,000 | -2.1% | 18,131 | -4.5% | 0.23% | +3.1% |
Q4 2017 | $531,000 | +7.9% | 18,988 | +3.9% | 0.22% | +0.9% |
Q3 2017 | $492,000 | +2.3% | 18,270 | -5.6% | 0.22% | -5.9% |
Q2 2017 | $481,000 | -5.3% | 19,352 | -8.6% | 0.24% | -7.5% |
Q1 2017 | $508,000 | – | 21,177 | – | 0.26% | – |
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% |