SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,111,610 | -3.7% | 46,433 | -0.9% | 0.71% | -1.0% |
Q2 2023 | $1,153,919 | -1.5% | 46,850 | -1.9% | 0.72% | -0.8% |
Q1 2023 | $1,171,267 | +50.3% | 47,768 | +45.1% | 0.73% | +48.7% |
Q4 2022 | $779,094 | -29.0% | 32,915 | -32.8% | 0.49% | -35.9% |
Q3 2022 | $1,098,000 | -4.9% | 49,005 | +7.8% | 0.76% | +2.0% |
Q2 2022 | $1,154,000 | -2.5% | 45,455 | +6.6% | 0.75% | +17.6% |
Q1 2022 | $1,184,000 | +2.5% | 42,634 | +9.3% | 0.64% | +3.4% |
Q4 2021 | $1,155,000 | +5.1% | 38,996 | +8.1% | 0.62% | -3.3% |
Q3 2021 | $1,099,000 | -6.4% | 36,072 | +1.0% | 0.64% | -2.9% |
Q2 2021 | $1,174,000 | +11.7% | 35,704 | +8.0% | 0.66% | +7.0% |
Q1 2021 | $1,051,000 | +94.3% | 33,056 | +87.4% | 0.61% | +70.0% |
Q4 2020 | $541,000 | +13.7% | 17,642 | -0.9% | 0.36% | +3.4% |
Q3 2020 | $476,000 | +14.7% | 17,805 | +4.5% | 0.35% | +13.7% |
Q2 2020 | $415,000 | +17.6% | 17,037 | -0.1% | 0.31% | -1.9% |
Q1 2020 | $353,000 | -23.8% | 17,047 | +0.8% | 0.31% | +1.3% |
Q4 2019 | $463,000 | +9.2% | 16,911 | +0.1% | 0.31% | +2.3% |
Q3 2019 | $424,000 | -2.5% | 16,890 | +1.8% | 0.30% | -2.9% |
Q2 2019 | $435,000 | +0.9% | 16,596 | +0.1% | 0.31% | +4.7% |
Q1 2019 | $431,000 | +4.1% | 16,581 | -5.7% | 0.30% | -6.3% |
Q4 2018 | $414,000 | -15.2% | 17,586 | -7.3% | 0.32% | -8.4% |
Q3 2018 | $488,000 | +4.3% | 18,979 | +5.0% | 0.34% | -1.4% |
Q2 2018 | $468,000 | -1.1% | 18,079 | +9.7% | 0.35% | -4.6% |
Q1 2018 | $473,000 | +1.5% | 16,483 | -1.1% | 0.37% | +5.8% |
Q4 2017 | $466,000 | – | 16,663 | – | 0.35% | – |
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% |