SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,716,944 | -6.3% | 155,261 | -4.0% | 3.47% | -12.0% |
| Q2 2023 | $3,966,817 | +1.6% | 161,779 | +1.6% | 3.94% | -1.2% |
| Q1 2023 | $3,905,970 | +2.0% | 159,297 | -1.5% | 3.99% | -3.4% |
| Q4 2022 | $3,829,317 | +4.1% | 161,779 | -0.1% | 4.13% | -4.5% |
| Q3 2022 | $3,678,000 | -11.5% | 161,943 | -1.4% | 4.32% | +6.6% |
| Q2 2022 | $4,154,000 | -13.4% | 164,252 | -4.9% | 4.06% | +1.6% |
| Q1 2022 | $4,798,000 | +2580.4% | 172,772 | -3.7% | 3.99% | +2396.2% |
| Q4 2021 | $179,000 | -96.8% | 179,473 | -2.7% | 0.16% | -96.6% |
| Q3 2021 | $5,624,000 | -8.6% | 184,526 | -1.3% | 4.68% | -7.9% |
| Q2 2021 | $6,150,000 | +4.4% | 187,049 | +1.0% | 5.08% | -6.6% |
| Q1 2021 | $5,891,000 | -8.1% | 185,220 | -11.4% | 5.45% | -13.8% |
| Q4 2020 | $6,411,000 | – | 209,169 | – | 6.32% | – |
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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% |