SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,645,000 | -0.1% | 527,370 | +6.6% | 4.79% | +11.4% |
| Q4 2021 | $14,657,000 | +6.7% | 494,832 | +9.8% | 4.30% | -17.1% |
| Q3 2021 | $13,740,000 | +17.0% | 450,773 | +26.3% | 5.19% | +3.7% |
| Q2 2021 | $11,739,000 | +11.4% | 357,028 | +7.7% | 5.01% | +3.2% |
| Q1 2021 | $10,534,000 | +39.5% | 331,465 | +34.6% | 4.85% | +2.2% |
| Q4 2020 | $7,549,000 | +41.9% | 246,304 | +23.9% | 4.74% | +14.5% |
| Q3 2020 | $5,321,000 | +34.3% | 198,854 | +22.2% | 4.14% | +2.3% |
| Q2 2020 | $3,961,000 | +41.6% | 162,669 | +20.3% | 4.05% | +15.2% |
| Q1 2020 | $2,798,000 | – | 135,241 | – | 3.52% | – |
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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% |