SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,648,592 | -2.7% | 403,032 | +0.1% | 6.46% | +3.8% |
| Q2 2023 | $9,916,398 | +6.1% | 402,615 | +5.6% | 6.23% | -0.9% |
| Q1 2023 | $9,347,177 | +13.6% | 381,206 | +9.7% | 6.29% | +10.2% |
| Q4 2022 | $8,226,182 | -6.9% | 347,536 | -0.1% | 5.70% | -21.9% |
| Q2 2022 | $8,833,000 | -3.6% | 348,043 | +5.4% | 7.30% | +5.3% |
| Q1 2022 | $9,167,000 | -3.3% | 330,093 | +3.2% | 6.93% | +5.8% |
| Q4 2021 | $9,475,000 | +34.6% | 319,874 | +1.8% | 6.55% | +19.2% |
| Q3 2021 | $7,039,000 | – | 314,225 | – | 5.50% | – |
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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% |