SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $225,000 | -13.5% | 8,890 | -5.2% | 0.10% | -1.0% |
| Q1 2022 | $260,000 | -28.6% | 9,382 | -23.8% | 0.10% | -26.0% |
| Q4 2021 | $364,000 | -1.4% | 12,317 | +1.5% | 0.13% | -9.0% |
| Q3 2021 | $369,000 | -23.9% | 12,137 | -17.8% | 0.14% | -20.4% |
| Q2 2021 | $485,000 | -4.9% | 14,760 | -8.1% | 0.18% | -9.5% |
| Q1 2021 | $510,000 | +13.1% | 16,067 | +9.1% | 0.20% | +11.1% |
| Q4 2020 | $451,000 | -56.5% | 14,723 | -62.0% | 0.18% | -56.7% |
| Q3 2020 | $1,037,000 | -3.0% | 38,783 | -11.7% | 0.42% | -10.3% |
| Q2 2020 | $1,069,000 | +11.9% | 43,941 | -4.8% | 0.46% | -3.7% |
| Q1 2020 | $955,000 | -12.9% | 46,171 | +15.2% | 0.48% | -0.2% |
| Q4 2019 | $1,097,000 | +42.1% | 40,090 | +30.3% | 0.48% | +34.2% |
| Q3 2019 | $772,000 | -49.8% | 30,759 | -47.5% | 0.36% | -47.1% |
| Q2 2019 | $1,537,000 | +631.9% | 58,579 | +626.2% | 0.68% | +656.7% |
| Q1 2019 | $210,000 | – | 8,066 | – | 0.09% | – |
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% |