SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,905 | -1.7% | 915 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $22,290 | +0.4% | 905 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $22,191 | +33.0% | 905 | +28.4% | 0.01% | +30.0% |
| Q4 2022 | $16,687 | +233.7% | 705 | +200.0% | 0.01% | +233.3% |
| Q3 2022 | $5,000 | -16.7% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -99.3% | 235 | -99.2% | 0.00% | -99.3% |
| Q4 2021 | $913,000 | -4.5% | 30,811 | -1.7% | 0.44% | -12.0% |
| Q3 2021 | $956,000 | +242.7% | 31,354 | +245.0% | 0.50% | +84.9% |
| Q4 2020 | $279,000 | -94.8% | 9,089 | +4031.4% | 0.27% | +6675.0% |
| Q2 2020 | $5,357,000 | +17.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,552,000 | -99.5% | 220 | -99.4% | 0.00% | -99.5% |
| Q4 2019 | $883,301,000 | +20.5% | 34,117 | +17.0% | 0.73% | +36.3% |
| Q3 2019 | $733,009,000 | -4.3% | 29,169 | -0.0% | 0.54% | -14.2% |
| Q2 2019 | $765,642,000 | +0.8% | 29,178 | -0.1% | 0.63% | +5.0% |
| Q1 2019 | $759,582,000 | +10.1% | 29,203 | -0.4% | 0.60% | +2.9% |
| Q4 2018 | $689,863,000 | -22.3% | 29,318 | -15.0% | 0.58% | -6.6% |
| Q3 2018 | $887,316,000 | -5.4% | 34,512 | -4.7% | 0.62% | -11.4% |
| Q2 2018 | $937,541,000 | -14.6% | 36,212 | -5.3% | 0.70% | -12.9% |
| Q1 2018 | $1,097,645,000 | +10.5% | 38,245 | +49.6% | 0.80% | +6.1% |
| Q4 2017 | $993,755,000 | +18.3% | 25,567 | -18.1% | 0.76% | +12.6% |
| Q3 2017 | $840,238,000 | +11.4% | 31,224 | +2.9% | 0.67% | +19.1% |
| Q2 2017 | $754,073,000 | – | 30,345 | – | 0.56% | – |
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% |