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 | $803,927 | +37.7% | 33,609 | +46.3% | 0.25% | +38.5% |
Q2 2023 | $583,948 | +171.5% | 22,972 | +162.2% | 0.18% | +145.9% |
Q1 2023 | $215,107 | -7.7% | 8,762 | -4.8% | 0.07% | -14.0% |
Q4 2022 | $233,147 | -47.6% | 9,208 | -46.4% | 0.09% | -53.8% |
Q3 2022 | $445,000 | +66.7% | 17,178 | +63.4% | 0.19% | +28.3% |
Q2 2022 | $267,000 | -23.1% | 10,515 | -15.9% | 0.14% | -6.5% |
Q1 2022 | $347,000 | – | 12,499 | – | 0.16% | – |
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% |