SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $622,641 | +4.8% | 26,305 | -0.7% | 0.06% | -1.8% |
| Q3 2022 | $594,000 | -14.2% | 26,498 | -2.8% | 0.06% | -12.5% |
| Q2 2022 | $692,000 | -15.0% | 27,256 | -7.1% | 0.06% | -8.6% |
| Q1 2022 | $814,000 | +58.7% | 29,327 | +69.3% | 0.07% | +20.7% |
| Q4 2021 | $513,000 | -41.5% | 17,323 | -39.8% | 0.06% | -32.6% |
| Q3 2021 | $877,000 | -16.3% | 28,770 | -9.8% | 0.09% | -21.8% |
| Q2 2021 | $1,048,000 | +0.6% | 31,888 | -2.7% | 0.11% | -9.1% |
| Q1 2021 | $1,042,000 | -5.6% | 32,783 | -9.0% | 0.12% | -14.2% |
| Q4 2020 | $1,104,000 | +2.1% | 36,025 | -10.8% | 0.14% | -14.0% |
| Q3 2020 | $1,081,000 | +0.7% | 40,393 | -8.5% | 0.16% | -11.8% |
| Q2 2020 | $1,074,000 | +1.5% | 44,123 | -13.7% | 0.19% | -21.8% |
| Q1 2020 | $1,058,000 | -32.3% | 51,118 | -10.4% | 0.24% | -19.6% |
| Q4 2019 | $1,562,000 | +17.4% | 57,063 | +7.8% | 0.30% | +3.9% |
| Q3 2019 | $1,331,000 | -10.6% | 52,951 | -6.6% | 0.28% | -14.4% |
| Q2 2019 | $1,488,000 | -2.6% | 56,705 | -3.4% | 0.33% | -21.1% |
| Q1 2019 | $1,527,000 | -10.4% | 58,725 | -11.4% | 0.42% | -21.0% |
| Q3 2018 | $1,704,000 | -30.3% | 66,273 | -29.8% | 0.53% | -38.4% |
| Q2 2018 | $2,446,000 | -0.1% | 94,466 | +10.7% | 0.87% | -6.7% |
| Q1 2018 | $2,449,000 | +53.5% | 85,339 | +49.5% | 0.93% | +49.1% |
| Q4 2017 | $1,595,000 | – | 57,072 | – | 0.62% | – |
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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% |