SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,114,420 | +3.6% | 255,406 | +6.6% | 3.64% | +6.2% |
| Q2 2023 | $5,901,988 | -1.6% | 239,626 | -2.0% | 3.42% | -7.6% |
| Q1 2023 | $5,997,739 | +29.5% | 244,606 | +25.0% | 3.71% | +17.2% |
| Q4 2022 | $4,631,793 | -15.6% | 195,682 | -20.1% | 3.16% | -16.3% |
| Q3 2022 | $5,488,000 | -2.7% | 245,004 | +10.3% | 3.78% | -5.9% |
| Q2 2022 | $5,640,000 | -7.6% | 222,209 | +1.1% | 4.02% | +3.7% |
| Q1 2022 | $6,104,000 | +5.3% | 219,794 | +12.3% | 3.87% | +8.9% |
| Q4 2021 | $5,796,000 | -4.4% | 195,681 | -1.6% | 3.56% | -10.6% |
| Q3 2021 | $6,062,000 | -21.0% | 198,880 | -14.8% | 3.98% | -15.7% |
| Q2 2021 | $7,675,000 | +7.6% | 233,413 | +4.0% | 4.72% | +2.4% |
| Q1 2021 | $7,134,000 | +2.6% | 224,483 | -1.0% | 4.61% | -3.0% |
| Q4 2020 | $6,953,000 | +30.4% | 226,856 | +13.8% | 4.75% | +10.5% |
| Q3 2020 | $5,334,000 | +18.3% | 199,317 | +7.6% | 4.30% | +15.2% |
| Q2 2020 | $4,509,000 | -21.6% | 185,177 | -11.8% | 3.74% | -37.0% |
| Q4 2019 | $5,748,000 | – | 209,993 | – | 5.93% | – |
Download | ||||||
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% |