SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462 | -97.3% | 19 | -97.2% | 0.00% | -100.0% |
| Q2 2022 | $17,000 | -87.1% | 667 | -86.2% | 0.01% | -91.7% |
| Q4 2019 | $132,000 | +15.8% | 4,820 | +6.5% | 0.07% | +1.4% |
| Q3 2019 | $114,000 | +2.7% | 4,526 | +7.1% | 0.07% | -5.3% |
| Q2 2019 | $111,000 | -98.0% | 4,224 | -98.0% | 0.08% | -97.8% |
| Q3 2018 | $5,441,000 | +4.9% | 211,627 | +5.6% | 3.43% | +0.5% |
| Q2 2018 | $5,186,000 | -7.6% | 200,324 | +2.4% | 3.42% | -8.8% |
| Q1 2018 | $5,613,000 | +88.4% | 195,559 | +83.4% | 3.74% | +78.8% |
| Q4 2017 | $2,979,000 | – | 106,620 | – | 2.09% | – |
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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% |