SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | -8.2% | 9,243 | -2.1% | 0.07% | -9.1% |
| Q4 2021 | $280,000 | -7.3% | 9,440 | -4.8% | 0.08% | -14.4% |
| Q3 2021 | $302,000 | -9.9% | 9,914 | -2.8% | 0.09% | -2.2% |
| Q2 2021 | $335,000 | -29.3% | 10,200 | -31.6% | 0.09% | -7.1% |
| Q1 2021 | $474,000 | -31.3% | 14,918 | -33.7% | 0.10% | -35.7% |
| Q4 2020 | $690,000 | +35.0% | 22,500 | +17.8% | 0.15% | +17.6% |
| Q3 2020 | $511,000 | +44.4% | 19,106 | +31.5% | 0.13% | +56.0% |
| Q2 2020 | $354,000 | -29.9% | 14,524 | -40.5% | 0.08% | -43.6% |
| Q1 2020 | $505,000 | -41.0% | 24,410 | -21.9% | 0.15% | -31.0% |
| Q4 2019 | $856,000 | -55.2% | 31,260 | -58.9% | 0.22% | -58.9% |
| Q3 2019 | $1,912,000 | -13.4% | 76,101 | -9.5% | 0.52% | -17.6% |
| Q2 2019 | $2,207,000 | +56.5% | 84,124 | +55.2% | 0.64% | +42.8% |
| Q1 2019 | $1,410,000 | +51.3% | 54,210 | +36.8% | 0.45% | +20.9% |
| Q4 2018 | $932,000 | -14.6% | 39,622 | -6.7% | 0.37% | -5.4% |
| Q3 2018 | $1,091,000 | +25.3% | 42,448 | +26.1% | 0.39% | +17.8% |
| Q2 2018 | $871,000 | -14.2% | 33,656 | -4.9% | 0.33% | -23.6% |
| Q1 2018 | $1,015,000 | +64.2% | 35,376 | +59.8% | 0.43% | +68.5% |
| Q4 2017 | $618,000 | – | 22,134 | – | 0.26% | – |
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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% |