SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,410 | +49.2% | 13,676 | +53.5% | 0.00% | – |
| Q2 2023 | $219,410 | -3.6% | 8,908 | -4.0% | 0.00% | – |
| Q1 2023 | $227,490 | +2.9% | 9,276 | -0.7% | 0.00% | – |
| Q4 2022 | $221,170 | -6.3% | 9,344 | -3.2% | 0.00% | -100.0% |
| Q2 2022 | $236,000 | +1585.7% | 9,650 | +1710.5% | 0.00% | – |
| Q1 2019 | $14,000 | -95.3% | 533 | -95.4% | 0.00% | -100.0% |
| Q2 2018 | $300,000 | +57.1% | 11,561 | +73.5% | 0.00% | 0.0% |
| Q1 2018 | $191,000 | -9.9% | 6,662 | -12.4% | 0.00% | 0.0% |
| Q4 2017 | $212,000 | +35.9% | 7,602 | +30.9% | 0.00% | 0.0% |
| Q3 2017 | $156,000 | +8.3% | 5,808 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $144,000 | -22.2% | 5,808 | -24.6% | 0.00% | 0.0% |
| Q1 2017 | $185,000 | +48.0% | 7,699 | +32.6% | 0.00% | 0.0% |
| Q4 2016 | $125,000 | +3025.0% | 5,808 | +3507.5% | 0.00% | – |
| Q3 2016 | $4,000 | +300.0% | 161 | +242.6% | 0.00% | – |
| Q1 2016 | $1,000 | – | 47 | +4600.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | – | 0.00% | – |
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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% |