SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,037,462 | +94577.6% | 85,107 | -2.6% | 2.74% | -7.5% |
| Q2 2023 | $2,152 | -3.2% | 87,357 | -3.6% | 2.96% | -3.9% |
| Q1 2023 | $2,223 | +3.6% | 90,659 | 0.0% | 3.08% | -6.5% |
| Q4 2022 | $2,146 | -99.9% | 90,659 | +0.5% | 3.30% | -3.8% |
| Q3 2022 | $2,020,000 | -13.6% | 90,165 | -2.2% | 3.43% | -8.6% |
| Q2 2022 | $2,339,000 | -12.4% | 92,165 | -4.2% | 3.75% | -1.5% |
| Q1 2022 | $2,671,000 | -11.8% | 96,191 | -5.9% | 3.81% | -8.1% |
| Q4 2021 | $3,027,000 | – | 102,185 | – | 4.14% | – |
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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% |