BCS Wealth Management - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,001
-11.5%
41,796
-9.4%
0.42%
-18.4%
Q1 2023$1,131
+21.4%
46,110
+17.1%
0.51%
+31.0%
Q4 2022$932
-99.9%
39,382
+7.9%
0.39%
+1.3%
Q3 2022$818,000
-12.3%
36,512
-0.6%
0.38%
-7.0%
Q2 2022$933,000
-9.6%
36,743
-1.1%
0.41%
-3.0%
Q1 2022$1,032,000
-18.5%
37,169
-13.1%
0.43%
-6.2%
Q4 2021$1,267,000
+1.2%
42,769
+4.1%
0.46%
-14.3%
Q3 2021$1,252,000
+16.0%
41,080
+25.1%
0.53%
-7.5%
Q2 2021$1,079,000
+8.9%
32,825
+5.3%
0.57%
+22.1%
Q1 2021$991,000
+9.5%
31,180
+5.6%
0.47%0.0%
Q4 2020$905,000
+11.7%
29,538
-2.4%
0.47%
+2.6%
Q3 2020$810,000
+10.2%
30,256
+0.3%
0.46%
+4.1%
Q2 2020$735,000
+27.2%
30,180
+8.0%
0.44%
+8.6%
Q1 2020$578,000
-5.6%
27,956
+25.1%
0.40%
-0.7%
Q4 2019$612,00022,3540.41%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders