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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $214,000 | -13.0% | 6,629 | -14.2% | 0.15% | -19.3% |
| Q1 2021 | $246,000 | -13.1% | 7,729 | -16.3% | 0.18% | -23.0% |
| Q4 2020 | $283,000 | -38.5% | 9,229 | -47.3% | 0.24% | -45.7% |
| Q1 2019 | $460,000 | -12.2% | 17,503 | -21.2% | 0.43% | -25.5% |
| Q4 2018 | $524,000 | -17.2% | 22,210 | -9.8% | 0.58% | +0.5% |
| Q3 2018 | $633,000 | -0.3% | 24,616 | +0.4% | 0.58% | -6.5% |
| Q2 2018 | $635,000 | – | 24,511 | – | 0.62% | – |
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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% |