SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,452,789 | +2.5% | 102,456 | +5.5% | 0.37% | +2.5% |
| Q2 2023 | $2,392,993 | +2.7% | 97,158 | +2.2% | 0.36% | -4.0% |
| Q1 2023 | $2,330,067 | +11.4% | 95,027 | +7.5% | 0.38% | -6.2% |
| Q4 2022 | $2,091,415 | +3.3% | 88,357 | -2.2% | 0.40% | 0.0% |
| Q3 2022 | $2,024,000 | -8.5% | 90,357 | +3.7% | 0.40% | -8.4% |
| Q2 2022 | $2,212,000 | -12.2% | 87,153 | -4.0% | 0.44% | +8.4% |
| Q1 2022 | $2,520,000 | +22809.1% | 90,738 | +26124.9% | 0.40% | +20100.0% |
| Q2 2021 | $11,000 | +22.2% | 346 | +22.7% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | – | 282 | – | 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% |