SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,623,969 | +12.7% | 193,147 | +16.0% | 0.06% | -13.4% |
Q2 2023 | $4,101,950 | +7.6% | 166,541 | +7.1% | 0.07% | +3.1% |
Q1 2023 | $3,812,154 | +36.4% | 155,470 | +31.7% | 0.06% | +20.4% |
Q4 2022 | $2,795,081 | -1.7% | 118,084 | -7.1% | 0.05% | -15.6% |
Q3 2022 | $2,844,000 | -21.6% | 127,062 | -11.0% | 0.06% | -16.9% |
Q2 2022 | $3,627,000 | -67.1% | 142,715 | -64.1% | 0.08% | -49.0% |
Q1 2022 | $11,040,000 | +167.7% | 397,560 | +185.5% | 0.15% | +41.1% |
Q4 2021 | $4,124,000 | -16.3% | 139,247 | -13.8% | 0.11% | -11.6% |
Q3 2021 | $4,925,000 | -2.5% | 161,590 | +5.1% | 0.12% | -32.4% |
Q2 2021 | $5,053,000 | +19.9% | 153,687 | +15.7% | 0.18% | -30.9% |
Q1 2021 | $4,215,000 | +31.8% | 132,808 | +27.2% | 0.26% | +18.3% |
Q4 2020 | $3,198,000 | +12.1% | 104,396 | -2.1% | 0.22% | -20.7% |
Q3 2020 | $2,853,000 | +1.4% | 106,601 | -7.8% | 0.28% | -2.1% |
Q2 2020 | $2,814,000 | +53.5% | 115,568 | +30.7% | 0.28% | -3.4% |
Q1 2020 | $1,833,000 | +54.6% | 88,436 | +104.4% | 0.29% | -20.7% |
Q4 2019 | $1,186,000 | +19.4% | 43,276 | +9.6% | 0.37% | -14.2% |
Q3 2019 | $993,000 | -6.9% | 39,494 | -2.8% | 0.43% | +10.3% |
Q2 2019 | $1,067,000 | +8.4% | 40,644 | +7.6% | 0.39% | +5.4% |
Q1 2019 | $984,000 | +2.7% | 37,757 | -7.5% | 0.37% | -36.6% |
Q4 2018 | $958,000 | – | 40,832 | – | 0.58% | – |
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% |