SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $461,514 | -3.7% | 19,278 | -0.9% | 0.47% | -15.3% |
Q2 2023 | $479,225 | -4.5% | 19,457 | -4.9% | 0.56% | -11.0% |
Q1 2023 | $501,872 | -23.1% | 20,468 | -25.8% | 0.62% | -17.8% |
Q4 2022 | $652,929 | -29.9% | 27,585 | -33.7% | 0.76% | -44.6% |
Q3 2022 | $932,000 | -79.3% | 41,588 | -76.6% | 1.37% | -68.7% |
Q2 2022 | $4,504,000 | -14.3% | 177,444 | +837.2% | 4.38% | -0.4% |
Q1 2022 | $5,258,000 | -99.9% | 18,933 | -92.1% | 4.40% | -36.1% |
Q4 2021 | $7,084,000,000 | – | 239,068 | – | 6.88% | – |
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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% |