SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $290,907 | -0.0% | 12,152 | +2.9% | 0.01% | 0.0% |
Q2 2023 | $291,004 | -25.9% | 11,815 | -26.2% | 0.01% | -26.7% |
Q1 2023 | $392,666 | +276425.4% | 16,014 | +166.5% | 0.02% | +87.5% |
Q4 2022 | $142 | -98.7% | 6,010 | +1099.6% | 0.01% | +700.0% |
Q3 2022 | $11,000 | -96.7% | 501 | -96.1% | 0.00% | -92.9% |
Q2 2022 | $329,000 | -44.1% | 12,958 | -38.9% | 0.01% | -12.5% |
Q1 2022 | $589,000 | +24.8% | 21,206 | +33.0% | 0.02% | +60.0% |
Q4 2021 | $472,000 | +12.9% | 15,941 | +16.2% | 0.01% | -9.1% |
Q3 2021 | $418,000 | -12.6% | 13,715 | -5.6% | 0.01% | -15.4% |
Q2 2021 | $478,000 | +592.8% | 14,525 | +5.9% | 0.01% | +550.0% |
Q1 2021 | $69,000 | – | 13,713 | – | 0.00% | – |
Download |
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% |