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 | $66 | -97.7% | 3 | -97.4% | 0.00% | -100.0% |
| Q2 2023 | $2,811 | -55.9% | 114 | -56.2% | 0.00% | -50.0% |
| Q1 2023 | $6,378 | -20.3% | 260 | -22.8% | 0.00% | -20.0% |
| Q4 2022 | $8,000 | -46.7% | 337 | -49.4% | 0.01% | -54.5% |
| Q3 2022 | $15,000 | -63.4% | 666 | -58.3% | 0.01% | -63.3% |
| Q2 2022 | $41,000 | -48.1% | 1,597 | -44.1% | 0.03% | -50.8% |
| Q1 2022 | $79,000 | -21.0% | 2,856 | -15.7% | 0.06% | -19.7% |
| Q4 2021 | $100,000 | – | 3,386 | – | 0.08% | – |
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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% |