SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $24,421 | +21.0% | 992 | +20.5% | 0.01% | +62.5% |
Q1 2023 | $20,181 | -38.2% | 823 | -40.3% | 0.01% | -50.0% |
Q4 2022 | $32,642 | +5.3% | 1,379 | +1.2% | 0.02% | +14.3% |
Q3 2022 | $31,000 | -36.7% | 1,362 | -29.1% | 0.01% | -36.4% |
Q2 2022 | $49,000 | -53.8% | 1,920 | -49.9% | 0.02% | 0.0% |
Q1 2022 | $106,000 | +86.0% | 3,836 | +100.0% | 0.02% | -12.0% |
Q4 2021 | $57,000 | -1.7% | 1,918 | +0.7% | 0.02% | -10.7% |
Q3 2021 | $58,000 | -7.9% | 1,904 | 0.0% | 0.03% | -12.5% |
Q2 2021 | $63,000 | -8.7% | 1,904 | -12.1% | 0.03% | -22.0% |
Q1 2021 | $69,000 | +4.5% | 2,166 | +0.0% | 0.04% | -6.8% |
Q4 2020 | $66,000 | -17.5% | 2,165 | -27.8% | 0.04% | -25.4% |
Q3 2020 | $80,000 | +12.7% | 3,000 | +3.2% | 0.06% | +7.3% |
Q2 2020 | $71,000 | +10.9% | 2,908 | -6.3% | 0.06% | -9.8% |
Q1 2020 | $64,000 | -17.9% | 3,105 | +8.8% | 0.06% | -7.6% |
Q4 2019 | $78,000 | – | 2,853 | – | 0.07% | – |
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% |