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 2022 | $738,000 | -47.4% | 32,959 | -40.4% | 0.37% | -46.5% |
| Q2 2022 | $1,404,000 | -40.1% | 55,333 | -34.4% | 0.69% | -22.9% |
| Q1 2022 | $2,342,000 | -1.6% | 84,342 | +5.0% | 0.90% | +3.0% |
| Q4 2021 | $2,380,000 | -0.2% | 80,308 | +2.7% | 0.87% | -5.0% |
| Q3 2021 | $2,384,000 | +7.2% | 78,210 | +15.7% | 0.92% | +2.1% |
| Q2 2021 | $2,223,000 | +16.8% | 67,599 | +12.9% | 0.90% | +2.3% |
| Q1 2021 | $1,904,000 | -32.8% | 59,897 | -35.2% | 0.88% | -43.0% |
| Q4 2020 | $2,833,000 | +10.3% | 92,456 | -3.7% | 1.54% | -9.2% |
| Q3 2020 | $2,568,000 | +24.4% | 95,968 | +13.2% | 1.70% | +2.3% |
| Q2 2020 | $2,064,000 | +21.4% | 84,775 | +3.2% | 1.66% | -7.2% |
| Q1 2020 | $1,700,000 | -30.8% | 82,186 | -8.4% | 1.79% | -4.0% |
| Q4 2019 | $2,456,000 | +30.2% | 89,738 | +19.5% | 1.87% | +13.8% |
| Q3 2019 | $1,887,000 | – | 75,090 | – | 1.64% | – |
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% |