SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,492 | -99.9% | 104,078 | +4.3% | 1.46% | +4.6% |
Q2 2023 | $2,457,273 | +3.4% | 99,767 | +3.0% | 1.40% | -1.6% |
Q1 2023 | $2,375,871 | +10.2% | 96,895 | +6.4% | 1.42% | +0.9% |
Q4 2022 | $2,155,453 | +9.1% | 91,062 | +3.2% | 1.41% | +2.1% |
Q3 2022 | $1,976,000 | -10.9% | 88,209 | +1.0% | 1.38% | -7.1% |
Q2 2022 | $2,217,000 | -21.2% | 87,359 | -13.8% | 1.48% | -10.4% |
Q1 2022 | $2,814,000 | -1.9% | 101,321 | +4.6% | 1.65% | +0.9% |
Q4 2021 | $2,869,000 | +2.9% | 96,845 | +5.8% | 1.64% | -5.3% |
Q3 2021 | $2,789,000 | – | 91,493 | – | 1.73% | – |
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% |