SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,736 | -2.2% | 33,949 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $830,669 | +1.8% | 33,726 | +1.3% | 0.05% | -3.8% |
| Q1 2023 | $816,275 | +11.2% | 33,290 | +7.3% | 0.05% | -5.5% |
| Q4 2022 | $734,365 | +14.7% | 31,025 | +8.6% | 0.06% | +3.8% |
| Q3 2022 | $640,000 | -10.2% | 28,556 | +1.6% | 0.05% | +3.9% |
| Q2 2022 | $713,000 | -13.7% | 28,097 | -5.6% | 0.05% | -25.0% |
| Q1 2022 | $826,000 | +40.5% | 29,756 | +49.8% | 0.07% | +33.3% |
| Q4 2021 | $588,000 | 0.0% | 19,865 | +2.9% | 0.05% | -12.1% |
| Q3 2021 | $588,000 | -6.1% | 19,301 | +1.3% | 0.06% | -19.4% |
| Q2 2021 | $626,000 | +30.7% | 19,048 | +26.5% | 0.07% | -2.7% |
| Q1 2021 | $479,000 | +17.7% | 15,058 | +10.8% | 0.07% | -1.3% |
| Q4 2020 | $407,000 | – | 13,592 | – | 0.08% | – |
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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% |