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 | $3,788 | -2.5% | 158,226 | +0.3% | 0.45% | -0.7% |
| Q2 2023 | $3,885 | -2.0% | 157,753 | -2.4% | 0.45% | -7.9% |
| Q1 2023 | $3,963 | +2.1% | 161,630 | -1.4% | 0.49% | -10.0% |
| Q4 2022 | $3,882 | -99.9% | 163,998 | -7.2% | 0.55% | -7.7% |
| Q3 2022 | $3,957,000 | -14.9% | 176,637 | -3.5% | 0.59% | -12.0% |
| Q2 2022 | $4,648,000 | -11.2% | 183,136 | -2.9% | 0.68% | +1.0% |
| Q1 2022 | $5,236,000 | -4.2% | 188,534 | +2.2% | 0.67% | -2.8% |
| Q4 2021 | $5,463,000 | +12.5% | 184,445 | +15.8% | 0.69% | -0.6% |
| Q3 2021 | $4,855,000 | -5.9% | 159,278 | +1.6% | 0.69% | -10.5% |
| Q2 2021 | $5,157,000 | +14.4% | 156,838 | +10.6% | 0.77% | -1.0% |
| Q1 2021 | $4,508,000 | +11.9% | 141,858 | +7.9% | 0.78% | -0.1% |
| Q4 2020 | $4,030,000 | – | 131,499 | – | 0.78% | – |
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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% |