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 | $16,970 | -2.8% | 709 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $17,459 | +1.0% | 709 | +0.6% | 0.02% | 0.0% |
| Q1 2023 | $17,291 | +3.6% | 705 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $16,692 | +11.3% | 705 | +2.5% | 0.02% | +21.4% |
| Q3 2022 | $15,000 | -11.8% | 688 | 0.0% | 0.01% | -17.6% |
| Q2 2022 | $17,000 | -10.5% | 688 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $19,000 | -5.0% | 686 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $20,000 | 0.0% | 686 | +2.2% | 0.02% | 0.0% |
| Q3 2021 | $20,000 | -9.1% | 671 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $22,000 | – | 671 | – | 0.02% | – |
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% |