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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $139 | -99.9% | 5,913 | +38.7% | 0.00% | – |
| Q3 2022 | $95,000 | +37.7% | 4,264 | +53.9% | 0.00% | – |
| Q2 2022 | $69,000 | -56.6% | 2,771 | -51.8% | 0.00% | -100.0% |
| Q1 2022 | $159,000 | +224.5% | 5,745 | +243.6% | 0.00% | – |
| Q4 2021 | $49,000 | -7.5% | 1,672 | -4.8% | 0.00% | – |
| Q3 2021 | $53,000 | 0.0% | 1,757 | +5.8% | 0.00% | – |
| Q2 2021 | $53,000 | +71.0% | 1,660 | +65.8% | 0.00% | – |
| Q1 2021 | $31,000 | +138.5% | 1,001 | +131.2% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 433 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 433 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -52.2% | 433 | -60.2% | 0.00% | – |
| Q1 2020 | $23,000 | +64.3% | 1,089 | +112.3% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 513 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 513 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | – | 513 | – | 0.00% | – |
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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% |