SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,700 | -2.8% | 10,472 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $257,925 | +0.4% | 10,472 | 0.0% | 0.06% | +3.4% |
| Q1 2023 | $256,773 | +91604.6% | 10,472 | -11.4% | 0.06% | -4.9% |
| Q4 2022 | $280 | -99.9% | 11,814 | -0.0% | 0.06% | +1.7% |
| Q3 2022 | $265,000 | -11.7% | 11,816 | +0.0% | 0.06% | +1.7% |
| Q2 2022 | $300,000 | -8.5% | 11,814 | 0.0% | 0.06% | +31.1% |
| Q1 2022 | $328,000 | -6.3% | 11,814 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $350,000 | -2.8% | 11,814 | 0.0% | 0.05% | -7.8% |
| Q3 2021 | $360,000 | -7.2% | 11,814 | 0.0% | 0.05% | -15.0% |
| Q2 2021 | $388,000 | +3.5% | 11,814 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $375,000 | +3.6% | 11,814 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $362,000 | +14.2% | 11,814 | -0.5% | 0.06% | -50.8% |
| Q3 2020 | $317,000 | +9.7% | 11,879 | 0.0% | 0.13% | +9.6% |
| Q2 2020 | $289,000 | – | 11,879 | – | 0.12% | – |
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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% |