Wade Financial Advisory, Inc - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$501,447
-2.8%
20,9460.0%0.22%
+5.4%
Q2 2023$515,900
+0.4%
20,946
-0.0%
0.20%
-5.6%
Q1 2023$513,841
+3.6%
20,9560.0%0.22%
-4.0%
Q4 2022$496,029
-6.9%
20,956
-12.0%
0.22%
-15.7%
Q3 2022$533,000
-12.6%
23,816
-0.9%
0.27%
-7.6%
Q2 2022$610,000
+3.7%
24,034
+13.5%
0.29%
+14.7%
Q1 2022$588,000
-4.9%
21,174
+1.5%
0.25%
-21.5%
Q4 2021$618,000
-2.8%
20,862
-0.0%
0.32%
-10.6%
Q3 2021$636,000
-7.3%
20,8660.0%0.36%
-4.5%
Q2 2021$686,000
+3.5%
20,8660.0%0.38%
-10.3%
Q1 2021$663,000
-1.2%
20,866
-4.7%
0.42%
-6.9%
Q4 2020$671,000
+13.0%
21,895
-1.3%
0.45%
-3.8%
Q3 2020$594,000
+7.0%
22,193
-2.6%
0.47%
-2.5%
Q2 2020$555,000
+24.4%
22,786
+5.7%
0.48%
+7.9%
Q1 2020$446,000
-2.6%
21,552
+28.8%
0.44%
+9.9%
Q4 2019$458,000–16,734–0.40%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
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