SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $185,958 | -7.3% | 6,101 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $200,601 | +3.5% | 6,101 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $193,890 | +3.7% | 6,101 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $186,996 | +14.5% | 6,101 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $163,263 | +9.9% | 6,101 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $148,559 | +121.6% | 6,101 | +88.3% | 0.01% | +57.1% |
| Q1 2020 | $67,036 | -24.4% | 3,240 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $88,679 | +8.9% | 3,240 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $81,421 | -4.2% | 3,240 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $85,018 | +0.9% | 3,240 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $84,272 | +10.5% | 3,240 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $76,237 | -8.5% | 3,240 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $83,300 | -0.7% | 3,240 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $83,884 | -9.8% | 3,240 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $92,988 | +2.7% | 3,240 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $90,526 | +3.8% | 3,240 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $87,188 | – | 3,240 | – | 0.01% | – |
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% |