SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $342,000 | -27.4% | 11,573 | -25.2% | 0.03% | -45.3% |
| Q3 2021 | $471,000 | -42.4% | 15,463 | -37.8% | 0.05% | -45.9% |
| Q2 2021 | $817,000 | +11.9% | 24,857 | +8.2% | 0.10% | -16.2% |
| Q1 2021 | $730,000 | +37.5% | 22,974 | +32.6% | 0.12% | +5.4% |
| Q4 2020 | $531,000 | +33.1% | 17,326 | +16.1% | 0.11% | +13.3% |
| Q3 2020 | $399,000 | +25.1% | 14,920 | +13.7% | 0.10% | +6.5% |
| Q2 2020 | $319,000 | -33.5% | 13,117 | -43.5% | 0.09% | -43.9% |
| Q1 2020 | $480,000 | – | 23,198 | – | 0.16% | – |
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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% |