SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,532 | -21.1% | 11,008 | -18.8% | 0.22% | -32.2% |
| Q2 2023 | $333,958 | -5.2% | 13,559 | -5.6% | 0.32% | -10.0% |
| Q1 2023 | $352,156 | +3.4% | 14,362 | -0.2% | 0.36% | +22.9% |
| Q4 2022 | $340,588 | +6.4% | 14,389 | +0.6% | 0.29% | -3.0% |
| Q3 2022 | $320,000 | -15.6% | 14,308 | -4.2% | 0.30% | -23.4% |
| Q2 2022 | $379,000 | -18.5% | 14,941 | -10.8% | 0.39% | +10.1% |
| Q1 2022 | $465,000 | -4.1% | 16,746 | +2.2% | 0.36% | -32.9% |
| Q4 2021 | $485,000 | -4.9% | 16,385 | -2.0% | 0.53% | -7.8% |
| Q3 2021 | $510,000 | -10.4% | 16,716 | -3.4% | 0.58% | +20.2% |
| Q2 2021 | $569,000 | -6.7% | 17,300 | -9.9% | 0.48% | -12.9% |
| Q1 2021 | $610,000 | – | 19,196 | – | 0.55% | – |
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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% |