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 2022 | $2,148,000 | -77.9% | 95,919 | -74.9% | 0.06% | -77.9% |
| Q2 2022 | $9,705,000 | -25.6% | 382,385 | -18.6% | 0.27% | -12.0% |
| Q1 2022 | $13,046,000 | -10.1% | 469,772 | -4.1% | 0.31% | -16.5% |
| Q4 2021 | $14,504,000 | +9.0% | 489,674 | +12.1% | 0.37% | -6.8% |
| Q3 2021 | $13,312,000 | -5.5% | 436,756 | +2.0% | 0.40% | -20.4% |
| Q2 2021 | $14,084,000 | +35.1% | 428,344 | +30.5% | 0.50% | -5.0% |
| Q1 2021 | $10,428,000 | +18.5% | 328,119 | +14.3% | 0.52% | -20.0% |
| Q4 2020 | $8,798,000 | +40.5% | 287,046 | +22.7% | 0.66% | +16.1% |
| Q3 2020 | $6,261,000 | +66.3% | 233,955 | +51.3% | 0.56% | -0.4% |
| Q2 2020 | $3,766,000 | +87.4% | 154,650 | +64.9% | 0.57% | -1.9% |
| Q1 2020 | $2,010,000 | -40.2% | 93,802 | -23.6% | 0.58% | -59.8% |
| Q4 2019 | $3,360,000 | +73.9% | 122,754 | +59.7% | 1.44% | +52.3% |
| Q3 2019 | $1,932,000 | -37.1% | 76,880 | -34.3% | 0.94% | -45.3% |
| Q2 2019 | $3,070,000 | +58.2% | 116,995 | +56.8% | 1.73% | +12.3% |
| Q1 2019 | $1,940,000 | +7.8% | 74,603 | -2.5% | 1.54% | -14.9% |
| Q4 2018 | $1,800,000 | – | 76,505 | – | 1.81% | – |
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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% |