SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642,979 | -36.3% | 26,857 | -34.4% | 0.01% | -43.5% |
| Q2 2023 | $1,008,757 | -3.9% | 40,956 | -4.3% | 0.02% | -8.0% |
| Q1 2023 | $1,049,774 | +2.4% | 42,813 | -1.2% | 0.02% | -3.8% |
| Q4 2022 | $1,025,337 | +4.7% | 43,318 | -0.9% | 0.03% | 0.0% |
| Q3 2022 | $979,000 | -15.5% | 43,710 | -4.2% | 0.03% | -13.3% |
| Q2 2022 | $1,158,000 | -9.2% | 45,631 | -0.7% | 0.03% | +7.1% |
| Q1 2022 | $1,275,000 | -9.5% | 45,941 | -3.4% | 0.03% | 0.0% |
| Q4 2021 | $1,409,000 | – | 47,569 | – | 0.03% | – |
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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% |