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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,760 | -2.8% | 4,000 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $98,520 | +0.4% | 4,000 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $98,080 | +3.6% | 4,000 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $94,680 | +5.2% | 4,000 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $90,000 | -11.8% | 4,000 | 0.0% | 0.03% | -12.5% |
| Q2 2022 | $102,000 | -8.1% | 4,000 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $111,000 | -5.9% | 4,000 | 0.0% | 0.03% | -13.5% |
| Q4 2021 | $118,000 | -3.3% | 4,000 | 0.0% | 0.04% | -7.5% |
| Q3 2021 | $122,000 | -7.6% | 4,000 | 0.0% | 0.04% | -13.0% |
| Q2 2021 | $132,000 | +3.9% | 4,000 | 0.0% | 0.05% | -11.5% |
| Q1 2021 | $127,000 | +3.3% | 4,000 | 0.0% | 0.05% | -7.1% |
| Q4 2020 | $123,000 | +15.0% | 4,000 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $107,000 | +10.3% | 4,000 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $97,000 | -66.6% | 4,000 | -71.4% | 0.06% | -72.7% |
| Q1 2020 | $290,000 | -24.3% | 14,000 | 0.0% | 0.22% | +2.9% |
| Q4 2019 | $383,000 | +8.8% | 14,000 | 0.0% | 0.21% | +5.5% |
| Q3 2019 | $352,000 | +235.2% | 14,000 | +250.0% | 0.20% | +206.2% |
| Q2 2019 | $105,000 | – | 4,000 | – | 0.06% | – |
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% |