SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,540 | -2.5% | 4,868 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $119,529 | -34.8% | 4,853 | -35.1% | 0.00% | -33.3% |
| Q1 2023 | $183,459 | +21.5% | 7,482 | +17.3% | 0.00% | 0.0% |
| Q4 2022 | $150,967 | -45.1% | 6,378 | -48.1% | 0.00% | -40.0% |
| Q3 2022 | $275,000 | -47.2% | 12,297 | -40.1% | 0.01% | -50.0% |
| Q2 2022 | $521,000 | -15.1% | 20,543 | -7.0% | 0.01% | 0.0% |
| Q1 2022 | $614,000 | -4.5% | 22,101 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $643,000 | -4.0% | 21,721 | -1.1% | 0.01% | -16.7% |
| Q3 2021 | $670,000 | -1.0% | 21,969 | +6.7% | 0.01% | +9.1% |
| Q2 2021 | $677,000 | -100.0% | 20,588 | -53.0% | 0.01% | -8.3% |
| Q1 2021 | $1,391,710,000 | +232627.4% | 43,792 | +124.5% | 0.01% | -7.7% |
| Q4 2020 | $598,000 | +34.1% | 19,508 | +16.9% | 0.01% | +18.2% |
| Q3 2020 | $446,000 | +117.6% | 16,681 | +98.2% | 0.01% | +83.3% |
| Q2 2020 | $205,000 | +720.0% | 8,417 | +578.8% | 0.01% | +500.0% |
| Q1 2020 | $25,000 | -26.5% | 1,240 | -2.1% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +9.7% | 1,266 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | -3.1% | 1,248 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | -11.1% | 1,248 | -10.6% | 0.00% | -50.0% |
| Q3 2018 | $36,000 | 0.0% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $36,000 | -2.7% | 1,396 | +6.5% | 0.00% | -33.3% |
| Q1 2018 | $37,000 | +1133.3% | 1,311 | +885.7% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 133 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 133 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | +50.0% | 133 | +41.5% | 0.00% | – |
| Q1 2017 | $2,000 | – | 94 | – | 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% |