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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $347,000 | -8.7% | 13,680 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $380,000 | -21.2% | 13,680 | -15.9% | 0.00% | 0.0% |
| Q4 2021 | $482,000 | -7.5% | 16,264 | -4.8% | 0.00% | -33.3% |
| Q3 2021 | $521,000 | -60.3% | 17,081 | -57.2% | 0.00% | -50.0% |
| Q2 2021 | $1,311,000 | +3.5% | 39,880 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $1,267,000 | +3.7% | 39,880 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,222,000 | +148.4% | 39,880 | +108.5% | 0.01% | +75.0% |
| Q3 2018 | $492,000 | -29.4% | 19,124 | -29.0% | 0.00% | -33.3% |
| Q2 2018 | $697,000 | -71.0% | 26,935 | -67.9% | 0.01% | -70.0% |
| Q1 2018 | $2,406,000 | +4.1% | 83,830 | +1.4% | 0.02% | +5.3% |
| Q4 2017 | $2,311,000 | +17.1% | 82,699 | +12.8% | 0.02% | +11.8% |
| Q3 2017 | $1,973,000 | – | 73,300 | – | 0.02% | – |
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% |