SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,799 | -4.5% | 12,690 | -1.7% | 0.21% | -0.5% |
Q2 2023 | $318,096 | -0.5% | 12,915 | -0.9% | 0.21% | -4.5% |
Q1 2023 | $319,618 | +3.6% | 13,035 | 0.0% | 0.22% | -3.5% |
Q4 2022 | $308,538 | -0.5% | 13,035 | -6.0% | 0.23% | -4.9% |
Q3 2022 | $310,000 | -27.6% | 13,860 | -17.8% | 0.24% | -19.5% |
Q2 2022 | $428,000 | -37.9% | 16,865 | -32.0% | 0.30% | -27.9% |
Q1 2022 | $689,000 | -30.4% | 24,795 | -25.8% | 0.42% | -33.4% |
Q4 2021 | $990,000 | -5.3% | 33,415 | -2.5% | 0.63% | +1.6% |
Q3 2021 | $1,045,000 | -10.7% | 34,286 | -3.6% | 0.62% | -11.4% |
Q2 2021 | $1,170,000 | +3.5% | 35,576 | +0.1% | 0.70% | +38.7% |
Q1 2021 | $1,130,000 | +17.8% | 35,556 | +13.6% | 0.50% | -24.7% |
Q4 2020 | $959,000 | +3.3% | 31,292 | -9.8% | 0.67% | -22.7% |
Q3 2020 | $928,000 | +11.0% | 34,683 | +1.1% | 0.87% | +15.2% |
Q2 2020 | $836,000 | +22.0% | 34,318 | +3.7% | 0.75% | -1.3% |
Q1 2020 | $685,000 | -24.6% | 33,091 | -0.2% | 0.76% | -7.7% |
Q4 2019 | $908,000 | +22.5% | 33,168 | +12.5% | 0.83% | +8.3% |
Q3 2019 | $741,000 | -7.1% | 29,475 | -3.1% | 0.76% | -8.8% |
Q2 2019 | $798,000 | -96.6% | 30,405 | -95.1% | 0.84% | -51.4% |
Q1 2019 | $23,146,000 | – | 620,751 | – | 1.72% | – |
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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% |