SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,480,304 | -88.0% | 103,605 | -87.6% | 0.15% | -88.3% |
| Q2 2023 | $20,627,090 | +4.2% | 837,478 | +3.7% | 1.31% | -1.1% |
| Q1 2023 | $19,798,701 | +12.5% | 807,451 | +8.6% | 1.32% | +7.9% |
| Q4 2022 | $17,593,605 | +15.6% | 743,287 | +9.4% | 1.22% | -3.6% |
| Q3 2022 | $15,225,000 | +0.3% | 679,702 | +13.6% | 1.27% | -4.6% |
| Q2 2022 | $15,180,000 | -5.6% | 598,101 | +3.3% | 1.33% | -3.1% |
| Q1 2022 | $16,072,000 | +517.9% | 578,741 | +559.0% | 1.37% | +484.7% |
| Q4 2021 | $2,601,000 | +9.0% | 87,819 | +12.2% | 0.24% | -3.3% |
| Q3 2021 | $2,386,000 | -19.6% | 78,288 | -13.2% | 0.24% | -25.0% |
| Q2 2021 | $2,967,000 | +36.9% | 90,227 | +32.3% | 0.32% | +7.3% |
| Q1 2021 | $2,168,000 | -1.0% | 68,212 | -4.6% | 0.30% | -25.8% |
| Q4 2020 | $2,191,000 | +40.8% | 71,512 | +22.9% | 0.41% | +18.0% |
| Q3 2020 | $1,556,000 | +5.6% | 58,176 | -3.9% | 0.34% | -0.3% |
| Q2 2020 | $1,473,000 | +18.7% | 60,510 | +0.9% | 0.35% | +2.4% |
| Q1 2020 | $1,241,000 | -16.3% | 59,975 | +10.7% | 0.34% | -28.7% |
| Q4 2019 | $1,483,000 | +15.8% | 54,184 | +6.3% | 0.47% | -24.8% |
| Q3 2019 | $1,281,000 | -6.5% | 50,960 | -2.4% | 0.63% | -23.9% |
| Q2 2019 | $1,370,000 | -94.1% | 52,227 | -94.2% | 0.83% | -92.7% |
| Q1 2019 | $23,412,000 | +84.5% | 900,138 | +66.9% | 11.29% | +78.3% |
| Q4 2018 | $12,688,000 | +1268700.0% | 539,252 | +998514.8% | 6.33% | +633200.0% |
| Q3 2018 | $1,000 | -50.0% | 54 | -40.7% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 91 | +68.5% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | – | 54 | +237.5% | 0.00% | – |
| Q4 2017 | $0 | – | 16 | – | 0.00% | – |
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% |