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 | $2,700,230 | -4.6% | 112,792 | -1.9% | 1.32% | +1.7% |
| Q2 2023 | $2,831,010 | -0.4% | 114,942 | -0.9% | 1.30% | -1.2% |
| Q1 2023 | $2,843,112 | +1.8% | 115,951 | -1.7% | 1.31% | -8.9% |
| Q4 2022 | $2,792,759 | -3.0% | 117,987 | -8.2% | 1.44% | -3.2% |
| Q3 2022 | $2,879,000 | -15.1% | 128,510 | -3.8% | 1.49% | -9.0% |
| Q2 2022 | $3,392,000 | -9.5% | 133,643 | -1.0% | 1.64% | +0.8% |
| Q1 2022 | $3,749,000 | -1.2% | 134,993 | +5.4% | 1.62% | -3.5% |
| Q4 2021 | $3,793,000 | -4.2% | 128,069 | -1.4% | 1.68% | -10.9% |
| Q3 2021 | $3,958,000 | -16.2% | 129,857 | -9.6% | 1.89% | -17.3% |
| Q2 2021 | $4,723,000 | -6.3% | 143,650 | -9.4% | 2.28% | -11.0% |
| Q1 2021 | $5,039,000 | +9.4% | 158,554 | +5.5% | 2.56% | +3.0% |
| Q4 2020 | $4,606,000 | +14.4% | 150,287 | -0.1% | 2.49% | +1.6% |
| Q3 2020 | $4,027,000 | +6.6% | 150,477 | -3.0% | 2.45% | +0.8% |
| Q2 2020 | $3,777,000 | +19.3% | 155,125 | +1.3% | 2.43% | +1.3% |
| Q1 2020 | $3,167,000 | -35.6% | 153,066 | -14.8% | 2.40% | -25.7% |
| Q4 2019 | $4,917,000 | +13.8% | 179,647 | +4.5% | 3.23% | +6.6% |
| Q3 2019 | $4,321,000 | +11.3% | 171,933 | +16.2% | 3.03% | +5.6% |
| Q2 2019 | $3,883,000 | +10.2% | 147,977 | +9.3% | 2.87% | +10.4% |
| Q1 2019 | $3,522,000 | +7.0% | 135,405 | -3.2% | 2.60% | -10.6% |
| Q4 2018 | $3,291,000 | – | 139,871 | – | 2.90% | – |
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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% |