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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,414 | -2.1% | 11,922 | +0.8% | 0.14% | +2.1% |
| Q2 2023 | $291,424 | +0.6% | 11,832 | +0.2% | 0.14% | -5.3% |
| Q1 2023 | $289,551 | +3.6% | 11,809 | -0.0% | 0.15% | -5.7% |
| Q4 2022 | $279,537 | +8.3% | 11,810 | +2.4% | 0.16% | -1.9% |
| Q3 2022 | $258,000 | -0.4% | 11,537 | +12.0% | 0.16% | +9.5% |
| Q2 2022 | $259,000 | -6.2% | 10,304 | -2.0% | 0.15% | -1.3% |
| Q1 2022 | $276,000 | -9.2% | 10,518 | +5.8% | 0.15% | -6.2% |
| Q4 2021 | $304,000 | -2.3% | 9,945 | +1.4% | 0.16% | 0.0% |
| Q3 2021 | $311,000 | +4.4% | 9,805 | +2.7% | 0.16% | -1.8% |
| Q2 2021 | $298,000 | +16.0% | 9,548 | +19.1% | 0.16% | +10.1% |
| Q1 2021 | $257,000 | – | 8,017 | – | 0.15% | – |
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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% |