SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,678 | -1.8% | 70,094 | +1.0% | 0.71% | +3.8% |
| Q2 2023 | $1,709 | +0.3% | 69,371 | -0.2% | 0.68% | -4.5% |
| Q1 2023 | $1,704 | +3.5% | 69,495 | -0.1% | 0.72% | -2.2% |
| Q4 2022 | $1,646 | -99.9% | 69,531 | -10.1% | 0.73% | -9.9% |
| Q3 2022 | $1,732,000 | -8.3% | 77,338 | +2.9% | 0.81% | +6.3% |
| Q2 2022 | $1,888,000 | -10.1% | 75,140 | -0.7% | 0.76% | -0.7% |
| Q1 2022 | $2,101,000 | -3.2% | 75,643 | +3.2% | 0.77% | -1.2% |
| Q4 2021 | $2,171,000 | -13.3% | 73,279 | -10.8% | 0.78% | -16.5% |
| Q3 2021 | $2,505,000 | -6.1% | 82,184 | +1.2% | 0.93% | -6.2% |
| Q2 2021 | $2,669,000 | +4.3% | 81,176 | +0.8% | 0.99% | +11.8% |
| Q1 2021 | $2,559,000 | -2.9% | 80,537 | -6.3% | 0.89% | -14.1% |
| Q4 2020 | $2,635,000 | +14.1% | 85,962 | -0.4% | 1.03% | -1.2% |
| Q3 2020 | $2,309,000 | – | 86,301 | – | 1.05% | – |
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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% |