SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,047 | -43.3% | 205 | -43.5% | 0.00% | 0.0% |
| Q1 2023 | $8,901 | +159.4% | 363 | +150.3% | 0.00% | – |
| Q4 2022 | $3,432 | +71.6% | 145 | +107.1% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -100.0% | 70 | -83.5% | 0.00% | -100.0% |
| Q1 2021 | $13,507,000 | +675250.0% | 425 | +507.1% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 70 | +400.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 14 | -92.6% | 0.00% | -100.0% |
| Q3 2019 | $5,000 | -72.2% | 188 | -73.5% | 0.00% | -75.0% |
| Q1 2019 | $18,000 | +5.9% | 710 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $17,000 | -5.6% | 710 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | 0.0% | 710 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $18,000 | -10.0% | 710 | 0.0% | 0.01% | -23.1% |
| Q1 2018 | $20,000 | – | 710 | – | 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% |