SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,394 | -6.1% | 11,921 | -3.4% | 0.08% | -3.6% |
| Q2 2023 | $304,038 | +0.4% | 12,344 | -0.0% | 0.08% | -4.6% |
| Q1 2023 | $302,734 | +1.2% | 12,346 | -2.3% | 0.09% | -5.4% |
| Q4 2022 | $299,260 | -38.0% | 12,643 | -41.3% | 0.09% | -43.9% |
| Q3 2022 | $482,664 | -13.5% | 21,547 | -2.0% | 0.16% | -8.4% |
| Q2 2022 | $558,119 | -2.9% | 21,990 | +6.2% | 0.18% | +1.1% |
| Q1 2022 | $574,987 | -4.6% | 20,705 | +1.8% | 0.18% | -2.7% |
| Q4 2021 | $602,563 | +10.0% | 20,343 | +13.2% | 0.18% | -1.1% |
| Q3 2021 | $547,737 | -7.7% | 17,970 | -0.4% | 0.18% | -14.4% |
| Q2 2021 | $593,365 | +4.5% | 18,046 | +1.0% | 0.22% | -5.3% |
| Q1 2021 | $567,680 | +1.3% | 17,863 | -2.3% | 0.23% | -3.4% |
| Q4 2020 | $560,298 | +21.1% | 18,281 | +5.7% | 0.24% | +7.8% |
| Q3 2020 | $462,687 | +12.9% | 17,290 | +2.8% | 0.22% | +7.4% |
| Q2 2020 | $409,744 | +23.2% | 16,827 | +4.7% | 0.20% | +0.5% |
| Q1 2020 | $332,620 | -7.4% | 16,076 | +22.4% | 0.20% | +10.4% |
| Q4 2019 | $359,378 | +29.8% | 13,130 | +19.2% | 0.18% | +15.1% |
| Q3 2019 | $276,845 | +0.2% | 11,016 | +4.6% | 0.16% | -3.6% |
| Q2 2019 | $276,388 | +3.7% | 10,533 | +2.8% | 0.16% | -4.1% |
| Q1 2019 | $266,553 | – | 10,248 | – | 0.17% | – |
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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% |