SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,478 | -2.8% | 9,502 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $234,034 | +0.4% | 9,502 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $232,989 | +3.6% | 9,502 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $224,912 | +5.6% | 9,502 | 0.0% | 0.04% | -5.3% |
| Q3 2022 | $213,000 | -11.6% | 9,502 | 0.0% | 0.04% | -9.5% |
| Q2 2022 | $241,000 | -8.7% | 9,502 | 0.0% | 0.04% | +2.4% |
| Q1 2022 | $264,000 | -6.0% | 9,502 | 0.0% | 0.04% | -6.8% |
| Q4 2021 | $281,000 | -3.1% | 9,502 | 0.0% | 0.04% | -12.0% |
| Q3 2021 | $290,000 | -7.1% | 9,502 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $312,000 | +3.3% | 9,502 | 0.0% | 0.05% | -7.0% |
| Q1 2021 | $302,000 | +3.8% | 9,502 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $291,000 | +14.6% | 9,502 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $254,000 | +10.0% | 9,502 | 0.0% | 0.06% | -6.2% |
| Q2 2020 | $231,000 | – | 9,502 | – | 0.06% | – |
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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% |