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 | $221,421 | -15.2% | 9,249 | -12.7% | 0.23% | -11.5% |
| Q2 2023 | $261,053 | -6.1% | 10,599 | -6.5% | 0.26% | -11.0% |
| Q1 2023 | $278,032 | +5.7% | 11,339 | +2.1% | 0.29% | +1.0% |
| Q4 2022 | $262,950 | +1.5% | 11,109 | -3.9% | 0.29% | -8.5% |
| Q3 2022 | $259,000 | -13.4% | 11,565 | -1.7% | 0.32% | -9.7% |
| Q2 2022 | $299,000 | -8.3% | 11,765 | +0.1% | 0.35% | +9.7% |
| Q1 2022 | $326,000 | -8.2% | 11,749 | -2.0% | 0.32% | -3.6% |
| Q4 2021 | $355,000 | – | 11,986 | – | 0.33% | – |
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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% |