SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,399,000 | -22.9% | 50,370 | -17.8% | 1.05% | -19.7% |
Q4 2021 | $1,814,000 | +145.5% | 61,258 | +152.8% | 1.30% | +125.6% |
Q3 2021 | $739,000 | -6.8% | 24,234 | +0.5% | 0.58% | +6.8% |
Q2 2021 | $793,000 | +15.8% | 24,113 | +11.8% | 0.54% | +1.9% |
Q1 2021 | $685,000 | +32.0% | 21,565 | +27.3% | 0.53% | +9.7% |
Q4 2020 | $519,000 | +92.2% | 16,945 | +67.7% | 0.48% | +56.6% |
Q3 2020 | $270,000 | +13.0% | 10,104 | +3.1% | 0.31% | -9.9% |
Q2 2020 | $239,000 | -91.9% | 9,801 | -93.2% | 0.34% | -93.5% |
Q1 2020 | $2,966,000 | -51.1% | 143,367 | -35.3% | 5.30% | -2.6% |
Q4 2019 | $6,063,000 | – | 221,509 | – | 5.44% | – |
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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% |