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 2023 | $964,981 | +94320.8% | 39,646 | -0.5% | 0.52% | -10.3% |
Q4 2022 | $1,022 | -99.9% | 39,829 | +3.7% | 0.58% | +9.4% |
Q3 2022 | $832,000 | -14.7% | 38,404 | 0.0% | 0.53% | -15.6% |
Q2 2022 | $975,000 | -8.5% | 38,404 | +0.0% | 0.63% | +1.0% |
Q1 2022 | $1,066,000 | -6.2% | 38,399 | 0.0% | 0.62% | -1.9% |
Q4 2021 | $1,137,000 | -0.7% | 38,399 | +0.1% | 0.63% | -3.1% |
Q3 2021 | $1,145,000 | -9.3% | 38,369 | 0.0% | 0.65% | -12.0% |
Q2 2021 | $1,262,000 | +3.5% | 38,369 | +0.0% | 0.74% | -4.7% |
Q1 2021 | $1,219,000 | +3.7% | 38,360 | 0.0% | 0.78% | -2.3% |
Q4 2020 | $1,176,000 | +14.6% | 38,360 | +0.1% | 0.80% | +2.0% |
Q3 2020 | $1,026,000 | +10.0% | 38,336 | 0.0% | 0.78% | +1.0% |
Q2 2020 | $933,000 | – | 38,336 | – | 0.77% | – |
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% |