SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,796 | -22.0% | 283,886 | -19.7% | 0.04% | -20.8% |
| Q2 2023 | $8,710 | -1.5% | 353,618 | -2.0% | 0.05% | -23.8% |
| Q1 2023 | $8,845 | +38.5% | 360,735 | +33.8% | 0.06% | +50.0% |
| Q4 2022 | $6,384 | -99.8% | 269,691 | +48.3% | 0.04% | +35.5% |
| Q3 2022 | $4,072,000 | -21.3% | 181,805 | -10.8% | 0.03% | -20.5% |
| Q2 2022 | $5,175,000 | -10.4% | 203,918 | -1.9% | 0.04% | -4.9% |
| Q1 2022 | $5,775,000 | -3.8% | 207,963 | +2.6% | 0.04% | -4.7% |
| Q4 2021 | $6,002,000 | +2.9% | 202,626 | +5.9% | 0.04% | -6.5% |
| Q3 2021 | $5,834,000 | -1.2% | 191,411 | +6.6% | 0.05% | -8.0% |
| Q2 2021 | $5,905,000 | +9.5% | 179,607 | +5.9% | 0.05% | -3.8% |
| Q1 2021 | $5,392,000 | -0.9% | 169,657 | -4.4% | 0.05% | -10.3% |
| Q4 2020 | $5,439,000 | +15.0% | 177,468 | +0.4% | 0.06% | -1.7% |
| Q3 2020 | $4,731,000 | +10.4% | 176,792 | +0.4% | 0.06% | +3.5% |
| Q2 2020 | $4,287,000 | -10.3% | 176,054 | -23.8% | 0.06% | -30.5% |
| Q1 2020 | $4,779,000 | -29.7% | 230,961 | -7.0% | 0.08% | -15.5% |
| Q4 2019 | $6,795,000 | -7.6% | 248,267 | -15.2% | 0.10% | -17.8% |
| Q3 2019 | $7,354,000 | -6.3% | 292,636 | -2.1% | 0.12% | +4.4% |
| Q2 2019 | $7,845,000 | +15.0% | 298,966 | +14.0% | 0.11% | +6.6% |
| Q1 2019 | $6,819,000 | +4.6% | 262,173 | -5.3% | 0.11% | -9.4% |
| Q4 2018 | $6,517,000 | +10.3% | 276,972 | +20.5% | 0.12% | +17.0% |
| Q3 2018 | $5,910,000 | +7.2% | 229,853 | +8.0% | 0.10% | -16.7% |
| Q2 2018 | $5,511,000 | -39.8% | 212,845 | -33.3% | 0.12% | -38.1% |
| Q1 2018 | $9,160,000 | +2.0% | 319,155 | -0.7% | 0.19% | +13.5% |
| Q4 2017 | $8,981,000 | +7.5% | 321,423 | +3.5% | 0.17% | -1.2% |
| Q3 2017 | $8,355,000 | +7.5% | 310,486 | -0.7% | 0.17% | +15.3% |
| Q2 2017 | $7,774,000 | – | 312,829 | – | 0.15% | – |
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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% |