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 | $2,831,197 | +2.3% | 118,262 | +5.3% | 1.76% | +2.0% |
| Q2 2023 | $2,767,299 | +3.9% | 112,355 | +3.4% | 1.73% | -0.1% |
| Q1 2023 | $2,664,127 | +6.0% | 108,651 | +2.3% | 1.73% | +1.6% |
| Q4 2022 | $2,513,262 | +21.0% | 106,179 | +14.5% | 1.70% | +13.4% |
| Q3 2022 | $2,077,000 | -24.7% | 92,744 | -14.7% | 1.50% | -22.3% |
| Q2 2022 | $2,760,000 | -2.7% | 108,764 | +6.4% | 1.93% | +10.4% |
| Q1 2022 | $2,838,000 | -2.3% | 102,180 | +4.2% | 1.75% | +0.6% |
| Q4 2021 | $2,904,000 | -2.1% | 98,033 | +0.7% | 1.74% | -7.7% |
| Q3 2021 | $2,967,000 | -3.9% | 97,358 | +3.7% | 1.88% | -7.7% |
| Q2 2021 | $3,087,000 | +4.6% | 93,901 | +2.1% | 2.04% | -3.0% |
| Q1 2021 | $2,950,000 | +11.7% | 91,937 | +6.7% | 2.10% | -8.5% |
| Q4 2020 | $2,642,000 | – | 86,196 | – | 2.30% | – |
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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% |