SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $34,541 | -10.6% | 1,542 | +1.3% | 0.00% | -50.0% |
| Q2 2022 | $38,628 | -49.4% | 1,522 | -44.6% | 0.00% | -33.3% |
| Q1 2022 | $76,312 | -5.5% | 2,748 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $80,715 | -2.3% | 2,725 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $82,601 | -6.9% | 2,710 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $88,743 | +9.7% | 2,699 | +6.0% | 0.00% | -25.0% |
| Q1 2021 | $80,912 | +25.9% | 2,546 | +21.5% | 0.00% | +33.3% |
| Q4 2020 | $64,242 | -3.7% | 2,096 | -16.0% | 0.00% | -25.0% |
| Q3 2020 | $66,739 | +10.3% | 2,494 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $60,485 | +22.1% | 2,484 | +3.8% | 0.00% | 0.0% |
| Q1 2020 | $49,532 | +58.2% | 2,394 | +109.3% | 0.00% | +100.0% |
| Q4 2019 | $31,311 | +136.0% | 1,144 | +116.7% | 0.00% | +100.0% |
| Q3 2019 | $13,269 | -48.4% | 528 | -46.1% | 0.00% | -50.0% |
| Q2 2019 | $25,715 | +107.3% | 980 | +105.5% | 0.00% | +100.0% |
| Q1 2019 | $12,407 | +1405.7% | 477 | +1262.9% | 0.00% | – |
| Q4 2018 | $824 | -97.2% | 35 | -97.0% | 0.00% | -100.0% |
| Q3 2018 | $29,849 | +81.5% | 1,161 | +82.8% | 0.00% | +50.0% |
| Q2 2018 | $16,448 | -12.8% | 635 | -3.3% | 0.00% | -33.3% |
| Q1 2018 | $18,864 | -50.0% | 657 | -51.4% | 0.00% | -50.0% |
| Q4 2017 | $37,755 | – | 1,351 | – | 0.01% | – |
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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% |