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 | $4,596,681 | -1.6% | 193,871 | +5.5% | 0.46% | -7.6% |
| Q2 2023 | $4,672,806 | +13.8% | 183,824 | +9.9% | 0.50% | -7.2% |
| Q1 2023 | $4,106,086 | +0.6% | 167,254 | +2.3% | 0.54% | -11.3% |
| Q4 2022 | $4,081,971 | +476.5% | 163,475 | +417.4% | 0.61% | +330.3% |
| Q3 2022 | $708,000 | +101.7% | 31,596 | +128.7% | 0.14% | +86.8% |
| Q2 2022 | $351,000 | +72.1% | 13,817 | +95.7% | 0.08% | +68.9% |
| Q1 2022 | $204,000 | -5.1% | 7,060 | 0.0% | 0.04% | -31.8% |
| Q4 2021 | $215,000 | – | 7,060 | – | 0.07% | – |
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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% |