SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $263 | -6.7% | 8,884 | -3.8% | 0.02% | -28.6% |
Q3 2021 | $282 | -28.6% | 9,237 | -23.2% | 0.03% | -40.4% |
Q2 2021 | $395 | -6.2% | 12,024 | -9.3% | 0.05% | -27.7% |
Q1 2021 | $421 | -100.0% | 13,252 | -88.5% | 0.06% | -90.9% |
Q2 2020 | $2,795,000 | -30.1% | 114,801 | -40.6% | 0.71% | -31.0% |
Q1 2020 | $3,997,000 | +1.2% | 193,164 | +33.9% | 1.03% | +6.5% |
Q4 2019 | $3,949,000 | +11.5% | 144,296 | +2.4% | 0.97% | +7.4% |
Q3 2019 | $3,541,000 | -1.0% | 140,901 | +3.3% | 0.90% | -17.3% |
Q2 2019 | $3,578,000 | +13.0% | 136,345 | +12.1% | 1.09% | -6.2% |
Q1 2019 | $3,165,000 | – | 121,675 | – | 1.16% | – |
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% |