SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,471 | -61.1% | 688 | -60.0% | 0.00% | -63.6% |
| Q2 2023 | $42,388 | +0.4% | 1,721 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,199 | +5.7% | 1,721 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $39,931 | +14.1% | 1,687 | +9.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 1,548 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 1,507 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | -2.2% | 1,507 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +35.3% | 1,507 | +45.9% | 0.02% | +33.3% |
| Q2 2021 | $34,000 | +3.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 1,033 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $32,000 | +14.3% | 1,033 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $28,000 | +12.0% | 1,033 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $25,000 | +19.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | – | 1,033 | – | 0.01% | – |
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% |