SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,456,049 | -3.9% | 60,821 | -1.2% | 0.33% | -3.0% |
| Q2 2023 | $1,515,700 | +0.2% | 61,539 | -0.2% | 0.34% | -5.1% |
| Q1 2023 | $1,512,511 | +1.6% | 61,685 | -1.9% | 0.35% | -4.6% |
| Q4 2022 | $1,488,958 | -18.9% | 62,905 | -23.2% | 0.37% | -34.9% |
| Q3 2022 | $1,835,000 | +4.6% | 81,938 | +18.6% | 0.57% | +5.9% |
| Q2 2022 | $1,754,000 | -0.3% | 69,090 | +16.3% | 0.54% | +11.4% |
| Q4 2021 | $1,760,000 | +1.4% | 59,415 | +4.3% | 0.48% | -6.0% |
| Q3 2021 | $1,736,000 | – | 56,962 | – | 0.51% | – |
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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% |