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 2023 | $118,646 | -2.4% | 4,956 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $121,574 | -22.2% | 4,936 | -22.6% | 0.01% | -29.4% |
| Q1 2023 | $156,360 | -17.4% | 6,377 | -20.3% | 0.02% | -26.1% |
| Q4 2022 | $189,304 | +4.0% | 7,998 | -1.6% | 0.02% | -11.5% |
| Q3 2022 | $182,000 | -9.9% | 8,131 | +2.0% | 0.03% | -25.7% |
| Q2 2022 | $202,000 | -6.9% | 7,969 | +2.0% | 0.04% | 0.0% |
| Q1 2022 | $217,000 | -1.4% | 7,812 | +5.4% | 0.04% | 0.0% |
| Q4 2021 | $220,000 | +5.8% | 7,412 | +8.9% | 0.04% | -14.6% |
| Q3 2021 | $208,000 | +14.3% | 6,809 | +23.0% | 0.04% | -2.4% |
| Q2 2021 | $182,000 | +4.6% | 5,534 | +1.1% | 0.04% | -17.6% |
| Q1 2021 | $174,000 | +29.9% | 5,475 | +25.3% | 0.05% | +10.9% |
| Q4 2020 | $134,000 | -34.3% | 4,370 | -42.6% | 0.05% | -45.2% |
| Q3 2020 | $204,000 | +7.4% | 7,608 | -2.5% | 0.08% | -6.7% |
| Q2 2020 | $190,000 | -1.6% | 7,802 | -16.5% | 0.09% | -25.6% |
| Q1 2020 | $193,000 | -22.5% | 9,339 | +2.8% | 0.12% | -15.4% |
| Q4 2019 | $249,000 | +5.5% | 9,089 | -3.4% | 0.14% | -7.1% |
| Q3 2019 | $236,000 | -10.3% | 9,407 | -6.0% | 0.15% | -21.0% |
| Q2 2019 | $263,000 | +16.4% | 10,007 | +15.1% | 0.20% | +8.9% |
| Q1 2019 | $226,000 | +16.5% | 8,696 | +5.5% | 0.18% | 0.0% |
| Q4 2018 | $194,000 | -3.5% | 8,243 | +5.4% | 0.18% | -22.2% |
| Q3 2018 | $201,000 | -7.8% | 7,819 | -7.0% | 0.23% | -8.4% |
| Q2 2018 | $218,000 | -9.5% | 8,408 | -0.1% | 0.25% | -11.3% |
| Q1 2018 | $241,000 | -46.9% | 8,413 | -48.2% | 0.28% | -25.7% |
| Q4 2017 | $454,000 | – | 16,245 | – | 0.38% | – |
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% |