SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $16,141 | -28.8% | 659 | -31.3% | 0.00% | 0.0% |
Q4 2022 | $22,683 | -96.8% | 959 | -95.8% | 0.00% | -98.4% |
Q4 2020 | $708,000 | -35.0% | 23,099 | -49.7% | 0.06% | -13.5% |
Q3 2020 | $1,089,000 | +94.8% | 45,936 | +100.0% | 0.07% | +2.8% |
Q2 2020 | $559,000 | +16.5% | 22,964 | -1.0% | 0.07% | -14.3% |
Q1 2020 | $480,000 | -31.3% | 23,192 | -9.3% | 0.08% | -5.6% |
Q4 2019 | $699,000 | +21.6% | 25,561 | +11.6% | 0.09% | -4.3% |
Q3 2019 | $575,000 | -4.6% | 22,898 | -0.4% | 0.09% | -21.8% |
Q2 2019 | $603,000 | -28.0% | 22,994 | -35.4% | 0.12% | -43.9% |
Q4 2018 | $837,000 | +72.9% | 35,592 | +88.9% | 0.21% | +175.3% |
Q3 2018 | $484,000 | +9.0% | 18,840 | +10.0% | 0.08% | -37.9% |
Q2 2018 | $444,000 | -32.7% | 17,132 | -25.5% | 0.12% | -35.4% |
Q1 2018 | $660,000 | +67.9% | 22,981 | +63.2% | 0.19% | +123.3% |
Q4 2017 | $393,000 | +10.7% | 14,082 | +6.6% | 0.09% | +3.6% |
Q3 2017 | $355,000 | – | 13,205 | – | 0.08% | – |
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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% |