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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $774,000 | -17.2% | 33,788 | -8.3% | 0.06% | -28.0% |
| Q2 2022 | $935,000 | +0.2% | 36,830 | +9.7% | 0.08% | +1.2% |
| Q1 2022 | $933,000 | -6.2% | 33,582 | -0.1% | 0.08% | -12.9% |
| Q4 2021 | $995,000 | -2.0% | 33,602 | +0.9% | 0.09% | -19.8% |
| Q3 2021 | $1,015,000 | -7.4% | 33,304 | -0.1% | 0.12% | -22.7% |
| Q2 2021 | $1,096,000 | -14.8% | 33,340 | -17.6% | 0.15% | -33.9% |
| Q1 2021 | $1,286,000 | +2.3% | 40,476 | -1.3% | 0.23% | -22.8% |
| Q4 2020 | $1,257,000 | – | 40,998 | – | 0.29% | – |
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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% |