SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,073 | -4.8% | 31,582 | -2.0% | 0.08% | -2.3% |
| Q2 2023 | $793,874 | +5.7% | 32,232 | +5.3% | 0.09% | 0.0% |
| Q1 2023 | $750,827 | +3.0% | 30,621 | -0.6% | 0.09% | -10.4% |
| Q4 2022 | $729,036 | +39.4% | 30,800 | +32.0% | 0.10% | +26.3% |
| Q3 2022 | $523,000 | -2.8% | 23,340 | +10.2% | 0.08% | +2.7% |
| Q2 2022 | $538,000 | +163.7% | 21,182 | +208.1% | 0.07% | +236.4% |
| Q4 2021 | $204,000 | -1.4% | 6,874 | +1.1% | 0.02% | -21.4% |
| Q3 2021 | $207,000 | -56.6% | 6,802 | -62.4% | 0.03% | -78.1% |
| Q2 2019 | $477,000 | +0.8% | 18,077 | -1.8% | 0.13% | -21.5% |
| Q3 2018 | $473,000 | -60.6% | 18,403 | -57.2% | 0.16% | -64.2% |
| Q4 2017 | $1,201,000 | -36.2% | 43,019 | -38.5% | 0.46% | -37.8% |
| Q3 2017 | $1,881,000 | +800.0% | 69,920 | +728.8% | 0.73% | +791.5% |
| Q2 2017 | $209,000 | – | 8,436 | – | 0.08% | – |
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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% |