SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,588 | -3.3% | 25,881 | -0.5% | 0.12% | +0.8% |
| Q2 2023 | $640,672 | +0.8% | 26,012 | +0.3% | 0.12% | -7.7% |
| Q1 2023 | $635,667 | +3.7% | 25,924 | +0.1% | 0.13% | -7.1% |
| Q4 2022 | $612,873 | +5.9% | 25,892 | +0.1% | 0.14% | -7.9% |
| Q3 2022 | $579,000 | -11.9% | 25,868 | 0.0% | 0.15% | -9.5% |
| Q2 2022 | $657,000 | -8.2% | 25,868 | +0.4% | 0.17% | +0.6% |
| Q1 2022 | $716,000 | -6.0% | 25,770 | +0.2% | 0.17% | -9.2% |
| Q4 2021 | $762,000 | -18.2% | 25,719 | -15.9% | 0.18% | -27.3% |
| Q3 2021 | $932,000 | -7.3% | 30,575 | 0.0% | 0.25% | -7.3% |
| Q2 2021 | $1,005,000 | +1016.7% | 30,575 | +984.6% | 0.27% | +875.0% |
| Q1 2021 | $90,000 | +32.4% | 2,819 | +26.5% | 0.03% | +21.7% |
| Q4 2020 | $68,000 | +13.3% | 2,229 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $60,000 | +5.3% | 2,229 | -4.2% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | +1.8% | 2,327 | -14.7% | 0.02% | -11.1% |
| Q1 2020 | $56,000 | – | 2,727 | – | 0.03% | – |
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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% |