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 | $43,044 | -98.7% | 1,798 | -98.7% | 0.03% | -98.9% |
| Q2 2023 | $3,305,297 | +4.2% | 134,198 | +3.7% | 2.78% | -0.2% |
| Q1 2023 | $3,172,667 | +3.6% | 129,391 | -0.0% | 2.78% | -4.3% |
| Q4 2022 | $3,063,000 | -21.6% | 129,419 | -25.8% | 2.91% | -31.8% |
| Q3 2022 | $3,908,000 | -7.9% | 174,465 | +4.4% | 4.26% | +0.3% |
| Q2 2022 | $4,242,000 | -3.5% | 167,149 | +5.6% | 4.25% | -4.1% |
| Q1 2022 | $4,397,000 | -0.7% | 158,351 | +5.9% | 4.43% | +4.1% |
| Q4 2021 | $4,428,000 | – | 149,504 | – | 4.26% | – |
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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% |