SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,257,957 | -7.0% | 52,546 | -4.4% | 0.02% | -4.3% |
| Q2 2023 | $1,353,070 | +98808.6% | 54,936 | -1.6% | 0.02% | -17.9% |
| Q1 2023 | $1,368 | +114.4% | 55,810 | +107.2% | 0.03% | +64.7% |
| Q4 2022 | $638 | -99.9% | 26,939 | -2.3% | 0.02% | -15.0% |
| Q3 2022 | $618,000 | -68.7% | 27,575 | -64.5% | 0.02% | -67.2% |
| Q2 2022 | $1,974,000 | +628.4% | 77,765 | +697.6% | 0.06% | +662.5% |
| Q1 2022 | $271,000 | -1.8% | 9,750 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $276,000 | -2.8% | 9,320 | -0.0% | 0.01% | -11.1% |
| Q3 2021 | $284,000 | -4.4% | 9,321 | +3.2% | 0.01% | -18.2% |
| Q2 2021 | $297,000 | +37.5% | 9,031 | +32.6% | 0.01% | +22.2% |
| Q1 2021 | $216,000 | – | 6,809 | – | 0.01% | – |
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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% |