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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $275,381 | -3.8% | 11,502 | -1.0% | 0.24% | -1.2% |
Q2 2023 | $286,323 | -43.0% | 11,624 | -43.3% | 0.25% | -21.6% |
Q1 2023 | $502,520 | -8.0% | 20,494 | -11.2% | 0.32% | -11.5% |
Q4 2022 | $546,000 | +9.6% | 23,075 | +3.8% | 0.36% | -1.4% |
Q3 2022 | $498,000 | -14.1% | 22,233 | -2.8% | 0.36% | -7.4% |
Q2 2022 | $580,000 | -11.9% | 22,864 | -3.6% | 0.39% | +4.0% |
Q1 2022 | $658,000 | -9.2% | 23,711 | -3.1% | 0.38% | -4.8% |
Q4 2021 | $725,000 | -4.7% | 24,471 | -1.9% | 0.39% | -13.2% |
Q3 2021 | $761,000 | -7.5% | 24,955 | -0.3% | 0.45% | -9.0% |
Q2 2021 | $823,000 | -1.0% | 25,022 | -4.3% | 0.50% | -8.9% |
Q1 2021 | $831,000 | +3.7% | 26,149 | 0.0% | 0.55% | -4.7% |
Q4 2020 | $801,000 | +13.3% | 26,149 | -1.1% | 0.58% | +2.0% |
Q3 2020 | $707,000 | +6.0% | 26,439 | -3.4% | 0.56% | -3.9% |
Q2 2020 | $667,000 | -12.9% | 27,373 | -26.1% | 0.59% | -24.3% |
Q1 2020 | $766,000 | -38.3% | 37,020 | -18.3% | 0.78% | -29.8% |
Q4 2019 | $1,241,000 | +13.7% | 45,326 | +4.4% | 1.10% | +7.7% |
Q3 2019 | $1,091,000 | +16.6% | 43,407 | +21.7% | 1.02% | +2.1% |
Q2 2019 | $936,000 | -0.8% | 35,670 | -1.7% | 1.00% | -2.7% |
Q1 2019 | $944,000 | +17.6% | 36,295 | +6.4% | 1.03% | +0.6% |
Q4 2018 | $803,000 | -3.8% | 34,118 | +5.1% | 1.03% | +12.9% |
Q3 2018 | $835,000 | -2.5% | 32,463 | -1.8% | 0.91% | -9.1% |
Q2 2018 | $856,000 | -9.5% | 33,046 | +0.2% | 1.00% | -13.0% |
Q1 2018 | $946,000 | +52.6% | 32,971 | +48.6% | 1.15% | +49.2% |
Q4 2017 | $620,000 | – | 22,189 | – | 0.77% | – |
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% |