SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,793 | +3.3% | 29,899 | +6.3% | 0.26% | +7.9% |
| Q2 2023 | $692,853 | +2.7% | 28,130 | +2.2% | 0.24% | -5.2% |
| Q1 2023 | $674,593 | +5.0% | 27,512 | +1.3% | 0.25% | -6.3% |
| Q4 2022 | $642,616 | +6.4% | 27,149 | +0.6% | 0.27% | -5.3% |
| Q3 2022 | $604,000 | -7.4% | 26,993 | +5.0% | 0.28% | -8.1% |
| Q2 2022 | $652,000 | +51.6% | 25,717 | +66.3% | 0.31% | +48.6% |
| Q1 2022 | $430,000 | -46.8% | 15,467 | -43.4% | 0.21% | -32.2% |
| Q4 2021 | $809,000 | +13.3% | 27,324 | +16.6% | 0.31% | -1.9% |
| Q3 2021 | $714,000 | +13.3% | 23,443 | +22.2% | 0.31% | +8.3% |
| Q2 2021 | $630,000 | +39.4% | 19,180 | +34.7% | 0.29% | +22.5% |
| Q1 2021 | $452,000 | +45.8% | 14,241 | +40.4% | 0.24% | +29.0% |
| Q4 2020 | $310,000 | +545.8% | 10,141 | +438.3% | 0.18% | +408.3% |
| Q3 2018 | $48,000 | 0.0% | 1,884 | 0.0% | 0.04% | -16.3% |
| Q2 2018 | $48,000 | -7.7% | 1,884 | 0.0% | 0.04% | -8.5% |
| Q4 2017 | $52,000 | – | 1,884 | – | 0.05% | – |
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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% |