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 | $230,590 | +13.8% | 9,632 | +16.5% | 0.05% | +13.6% |
| Q1 2023 | $202,682 | +0.8% | 8,266 | -2.7% | 0.04% | -4.3% |
| Q4 2022 | $201,053 | -96.8% | 8,494 | -97.0% | 0.05% | -97.2% |
| Q3 2022 | $6,333,000 | -9.5% | 282,723 | +2.5% | 1.62% | -0.5% |
| Q2 2022 | $7,000,000 | -5.1% | 275,819 | +3.8% | 1.62% | +1.8% |
| Q1 2022 | $7,380,000 | -3.0% | 265,749 | +3.5% | 1.60% | +0.9% |
| Q4 2021 | $7,606,000 | -5.1% | 256,773 | -2.4% | 1.58% | -13.5% |
| Q3 2021 | $8,018,000 | -4.9% | 263,044 | +2.5% | 1.83% | -10.3% |
| Q2 2021 | $8,435,000 | +10.3% | 256,547 | +6.7% | 2.04% | -1.2% |
| Q1 2021 | $7,644,000 | +15.4% | 240,515 | +11.3% | 2.06% | +8.1% |
| Q4 2020 | $6,626,000 | – | 216,183 | – | 1.91% | – |
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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% |