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 | $618,059 | -4.0% | 25,817 | -1.3% | 0.13% | -6.3% |
| Q2 2023 | $644,075 | +0.4% | 26,150 | -0.0% | 0.14% | -10.6% |
| Q1 2023 | $641,223 | +2.9% | 26,151 | -0.7% | 0.16% | -10.6% |
| Q4 2022 | $623,302 | +3.0% | 26,333 | -2.5% | 0.18% | -10.5% |
| Q3 2022 | $605,000 | -17.9% | 27,015 | -7.0% | 0.20% | -20.3% |
| Q2 2022 | $737,000 | -4.8% | 29,034 | +4.1% | 0.25% | +3.7% |
| Q1 2022 | $774,000 | -7.4% | 27,886 | -1.2% | 0.24% | -11.7% |
| Q4 2021 | $836,000 | -2.8% | 28,218 | -0.0% | 0.27% | -16.2% |
| Q3 2021 | $860,000 | -7.4% | 28,219 | -0.1% | 0.33% | -17.6% |
| Q2 2021 | $929,000 | +3.5% | 28,259 | +0.0% | 0.40% | -9.6% |
| Q1 2021 | $898,000 | -0.8% | 28,258 | -4.3% | 0.44% | -13.4% |
| Q4 2020 | $905,000 | – | 29,535 | – | 0.51% | – |
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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% |