SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. 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 | $32,079 | -4.0% | 1,340 | -1.3% | 0.03% | -3.2% |
| Q2 2023 | $33,422 | -82.2% | 1,357 | -82.2% | 0.03% | -82.8% |
| Q1 2023 | $187,286 | -13.3% | 7,638 | -16.3% | 0.18% | -15.5% |
| Q4 2022 | $216,109 | -6.0% | 9,130 | -10.9% | 0.21% | -18.1% |
| Q3 2022 | $230,000 | -11.2% | 10,249 | +0.5% | 0.26% | -6.8% |
| Q2 2022 | $259,000 | -8.2% | 10,196 | +0.3% | 0.28% | -0.4% |
| Q1 2022 | $282,000 | -8.7% | 10,170 | -2.4% | 0.28% | -5.7% |
| Q4 2021 | $309,000 | – | 10,423 | – | 0.30% | – |
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% |