SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $232,000 | -36.4% | 7,820 | -34.6% | 0.03% | -42.1% |
Q3 2021 | $365,000 | -8.3% | 11,960 | -1.2% | 0.06% | -8.1% |
Q2 2021 | $398,000 | +32.2% | 12,105 | +27.7% | 0.06% | +26.5% |
Q1 2021 | $301,000 | +4.2% | 9,480 | +0.5% | 0.05% | -5.8% |
Q4 2020 | $289,000 | +14.7% | 9,430 | 0.0% | 0.05% | +8.3% |
Q3 2020 | $252,000 | +1.2% | 9,430 | -7.8% | 0.05% | -5.9% |
Q2 2020 | $249,000 | – | 10,230 | – | 0.05% | – |
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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% |