SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,920 | -2.7% | 9,270 | +0.1% | 0.19% | -4.5% |
| Q2 2023 | $228,095 | -1.7% | 9,261 | -2.1% | 0.20% | -9.0% |
| Q1 2023 | $231,966 | -25.0% | 9,460 | -27.6% | 0.22% | -31.9% |
| Q4 2022 | $309,350 | +5.6% | 13,069 | +0.1% | 0.33% | +1.9% |
| Q3 2022 | $293,000 | -12.3% | 13,062 | -0.6% | 0.32% | -9.1% |
| Q2 2022 | $334,000 | -17.7% | 13,146 | -10.1% | 0.35% | -8.8% |
| Q1 2022 | $406,000 | -40.6% | 14,616 | -36.7% | 0.39% | -41.5% |
| Q4 2021 | $684,000 | – | 23,087 | – | 0.66% | – |
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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% |