SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,113 | -3.7% | 9,988 | -0.9% | 0.16% | -1.9% |
| Q2 2023 | $248,296 | -45.6% | 10,081 | -45.8% | 0.16% | -45.6% |
| Q1 2023 | $456,171 | -0.0% | 18,604 | -3.5% | 0.30% | -3.6% |
| Q4 2022 | $456,310 | +103.7% | 19,278 | +93.1% | 0.31% | +88.3% |
| Q3 2022 | $224,000 | -22.8% | 9,985 | -12.6% | 0.16% | -19.7% |
| Q2 2022 | $290,000 | -52.9% | 11,426 | -48.5% | 0.20% | -46.7% |
| Q1 2022 | $616,000 | -51.0% | 22,166 | -47.8% | 0.38% | -48.2% |
| Q4 2021 | $1,257,000 | +65.2% | 42,425 | +69.9% | 0.74% | +59.0% |
| Q3 2021 | $761,000 | -8.0% | 24,968 | -0.7% | 0.46% | -11.5% |
| Q2 2021 | $827,000 | +2.4% | 25,151 | -1.1% | 0.52% | -0.4% |
| Q1 2021 | $808,000 | +0.6% | 25,431 | -2.9% | 0.52% | -16.9% |
| Q4 2020 | $803,000 | +14.6% | 26,185 | -0.0% | 0.63% | +6.6% |
| Q3 2020 | $701,000 | +10.0% | 26,193 | +0.1% | 0.59% | +7.4% |
| Q2 2020 | $637,000 | +23.7% | 26,177 | +5.2% | 0.55% | +4.5% |
| Q1 2020 | $515,000 | -17.1% | 24,885 | +9.8% | 0.53% | 0.0% |
| Q4 2019 | $621,000 | – | 22,671 | – | 0.53% | – |
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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% |