SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,223 | -16.1% | 13,752 | -13.7% | 0.00% | -25.0% |
| Q2 2023 | $392,307 | -38.3% | 15,928 | -38.6% | 0.00% | -42.9% |
| Q1 2023 | $635,989 | +79.8% | 25,938 | +73.6% | 0.01% | +133.3% |
| Q4 2022 | $353,653 | -99.9% | 14,941 | -43.3% | 0.00% | 0.0% |
| Q3 2022 | $295,295,000 | +104614.5% | 26,364 | +137.1% | 0.00% | 0.0% |
| Q2 2022 | $282,000 | -22.3% | 11,119 | -15.0% | 0.00% | -25.0% |
| Q1 2022 | $363,000 | -11.2% | 13,078 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $409,000 | -44.3% | 13,804 | -42.7% | 0.00% | -42.9% |
| Q3 2021 | $734,000 | +60.3% | 24,085 | +72.9% | 0.01% | +40.0% |
| Q2 2021 | $458,000 | -12.8% | 13,932 | -15.6% | 0.01% | -28.6% |
| Q1 2021 | $525,000 | -37.4% | 16,515 | -39.6% | 0.01% | -30.0% |
| Q4 2020 | $839,000 | -99.6% | 27,332 | +20450.4% | 0.01% | +150.0% |
| Q3 2020 | $230,000,000 | – | 133 | – | 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% |