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 | $702,132 | -8.8% | 29,268 | -6.1% | 0.07% | -10.1% |
| Q2 2023 | $769,471 | -20.1% | 31,183 | -20.6% | 0.08% | -28.2% |
| Q1 2023 | $962,738 | +2.5% | 39,263 | -1.0% | 0.11% | -8.3% |
| Q4 2022 | $939,207 | +27.1% | 39,679 | +20.3% | 0.12% | +8.1% |
| Q3 2022 | $739,000 | +32.0% | 32,988 | +49.6% | 0.11% | +23.3% |
| Q2 2022 | $560,000 | +24.2% | 22,053 | +35.7% | 0.09% | +18.4% |
| Q1 2022 | $451,000 | +118.9% | 16,255 | +140.5% | 0.08% | +58.3% |
| Q3 2021 | $206,000 | -7.2% | 6,759 | 0.0% | 0.05% | -11.1% |
| Q2 2021 | $222,000 | – | 6,759 | – | 0.05% | – |
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% |