SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,514,351 | -6.7% | 313,883 | -4.0% | 1.53% | -5.1% |
| Q2 2023 | $8,054,691 | -0.3% | 327,028 | -0.8% | 1.61% | -3.9% |
| Q1 2023 | $8,080,666 | +2.7% | 329,554 | -0.8% | 1.68% | -2.6% |
| Q4 2022 | $7,864,785 | -15.7% | 332,268 | -20.2% | 1.72% | -22.3% |
| Q3 2022 | $9,328,000 | -0.3% | 416,442 | +13.0% | 2.22% | +3.9% |
| Q2 2022 | $9,357,000 | +9.6% | 368,669 | +19.9% | 2.13% | +20.7% |
| Q1 2022 | $8,540,000 | +55.1% | 307,538 | +65.5% | 1.77% | +60.0% |
| Q4 2021 | $5,505,000 | +24.9% | 185,845 | +28.5% | 1.10% | +14.3% |
| Q3 2021 | $4,407,000 | +9.1% | 144,575 | +17.7% | 0.97% | +5.7% |
| Q2 2021 | $4,039,000 | +15.7% | 122,853 | +11.8% | 0.92% | +9.4% |
| Q1 2021 | $3,492,000 | +8.1% | 109,895 | +4.2% | 0.84% | +1.5% |
| Q4 2020 | $3,231,000 | +26.3% | 105,415 | +10.2% | 0.82% | +9.6% |
| Q3 2020 | $2,559,000 | +141.4% | 95,617 | +119.6% | 0.75% | +125.1% |
| Q2 2020 | $1,060,000 | +140.9% | 43,537 | +104.5% | 0.33% | +103.7% |
| Q1 2020 | $440,000 | – | 21,286 | – | 0.16% | – |
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% |