SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,275 | -8.9% | 136,821 | -6.3% | 0.44% | -5.5% |
| Q2 2023 | $3,595 | -3.3% | 145,976 | -3.7% | 0.47% | -7.8% |
| Q1 2023 | $3,718 | -0.2% | 151,646 | -3.6% | 0.51% | -7.3% |
| Q4 2022 | $3,724 | -99.9% | 157,338 | -5.5% | 0.55% | -10.0% |
| Q3 2022 | $3,728,000 | -19.9% | 166,438 | -9.3% | 0.61% | -15.8% |
| Q2 2022 | $4,655,000 | -12.8% | 183,431 | -4.6% | 0.73% | -4.3% |
| Q1 2022 | $5,338,000 | +2.9% | 192,212 | +9.7% | 0.76% | +5.0% |
| Q4 2021 | $5,190,000 | -8.1% | 175,207 | -5.4% | 0.72% | -14.2% |
| Q3 2021 | $5,646,000 | -8.1% | 185,235 | -0.9% | 0.84% | -8.4% |
| Q2 2021 | $6,146,000 | -0.1% | 186,924 | -3.4% | 0.92% | -6.5% |
| Q1 2021 | $6,151,000 | -6.9% | 193,548 | -10.2% | 0.98% | -15.5% |
| Q4 2020 | $6,608,000 | +3.9% | 215,605 | -9.3% | 1.16% | -12.9% |
| Q3 2020 | $6,363,000 | +7.6% | 237,769 | -2.1% | 1.34% | +2.3% |
| Q2 2020 | $5,913,000 | -31.9% | 242,816 | -42.1% | 1.31% | +19.4% |
| Q1 2020 | $8,682,000 | +71.0% | 419,618 | +126.2% | 1.09% | +0.3% |
| Q4 2019 | $5,077,000 | -5.5% | 185,495 | -13.2% | 1.09% | -12.2% |
| Q3 2019 | $5,373,000 | +4.0% | 213,795 | +8.6% | 1.24% | -3.5% |
| Q2 2019 | $5,167,000 | +0.5% | 196,932 | -0.4% | 1.29% | -2.6% |
| Q1 2019 | $5,142,000 | +13.6% | 197,683 | +2.8% | 1.32% | +3.7% |
| Q4 2018 | $4,525,000 | -6.5% | 192,328 | +2.1% | 1.27% | +0.5% |
| Q3 2018 | $4,842,000 | +8.1% | 188,351 | +8.9% | 1.27% | +10.3% |
| Q2 2018 | $4,478,000 | -7.5% | 172,965 | +2.5% | 1.15% | -0.5% |
| Q1 2018 | $4,842,000 | +2.5% | 168,712 | -0.2% | 1.16% | -13.0% |
| Q4 2017 | $4,725,000 | – | 169,105 | – | 1.33% | – |
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% |