SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,304,400 | -5.2% | 138,028 | -2.5% | 3.04% | -1.4% |
| Q2 2023 | $3,486,806 | -0.4% | 141,567 | -0.8% | 3.09% | -3.4% |
| Q1 2023 | $3,499,118 | +1.5% | 142,705 | -2.1% | 3.20% | -4.3% |
| Q4 2022 | $3,448,669 | -27.9% | 145,698 | -31.8% | 3.34% | -32.9% |
| Q3 2022 | $4,783,000 | -13.5% | 213,548 | -2.0% | 4.98% | -6.4% |
| Q2 2022 | $5,529,000 | -6.8% | 217,861 | +2.0% | 5.32% | +8.0% |
| Q1 2022 | $5,931,000 | -19.7% | 213,585 | -14.3% | 4.93% | -7.0% |
| Q4 2021 | $7,382,000 | +9.1% | 249,232 | +12.2% | 5.30% | +7.0% |
| Q3 2021 | $6,769,000 | -6.5% | 222,069 | +0.9% | 4.96% | -5.1% |
| Q2 2021 | $7,237,000 | +0.2% | 220,089 | -3.2% | 5.22% | -3.1% |
| Q1 2021 | $7,224,000 | +6.3% | 227,313 | +2.5% | 5.39% | -9.6% |
| Q4 2020 | $6,799,000 | +13.5% | 221,834 | -0.9% | 5.96% | -4.4% |
| Q3 2020 | $5,989,000 | +9.2% | 223,788 | -0.6% | 6.23% | +2.0% |
| Q2 2020 | $5,483,000 | +386.5% | 225,166 | +313.4% | 6.10% | +309.1% |
| Q1 2020 | $1,127,000 | -83.2% | 54,467 | -77.7% | 1.49% | -77.1% |
| Q4 2019 | $6,700,000 | – | 244,793 | – | 6.51% | – |
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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% |