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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,290 | -25.9% | 1,307 | -23.8% | 0.01% | -30.0% |
| Q2 2023 | $42,241 | +0.4% | 1,715 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $42,052 | -14.5% | 1,715 | -17.4% | 0.01% | -21.4% |
| Q4 2022 | $49,163 | +4.6% | 2,077 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $47,000 | -11.3% | 2,077 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $53,000 | -8.6% | 2,077 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $58,000 | -28.4% | 2,077 | -24.2% | 0.02% | -32.0% |
| Q4 2021 | $81,000 | -3.6% | 2,740 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $84,000 | -30.6% | 2,740 | -25.6% | 0.03% | -31.7% |
| Q2 2021 | $121,000 | +3.4% | 3,685 | 0.0% | 0.04% | -10.9% |
| Q1 2021 | $117,000 | +3.5% | 3,685 | 0.0% | 0.05% | -4.2% |
| Q4 2020 | $113,000 | +11200.0% | 3,685 | +7270.0% | 0.05% | – |
| Q3 2020 | $1,000 | – | 50 | – | 0.00% | – |
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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% |