SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $921,000 | -12.4% | 41,115 | -0.7% | 0.01% | -6.7% |
| Q2 2022 | $1,051,000 | -11.8% | 41,393 | -3.5% | 0.02% | 0.0% |
| Q1 2022 | $1,192,000 | -2.8% | 42,909 | +3.7% | 0.02% | 0.0% |
| Q4 2021 | $1,226,000 | -3.8% | 41,381 | -1.1% | 0.02% | -11.8% |
| Q3 2021 | $1,275,000 | -3.6% | 41,838 | +4.1% | 0.02% | -5.6% |
| Q2 2021 | $1,322,000 | +2.0% | 40,195 | -1.5% | 0.02% | -5.3% |
| Q1 2021 | $1,296,000 | +8.2% | 40,794 | +4.4% | 0.02% | -5.0% |
| Q4 2020 | $1,198,000 | +10.7% | 39,079 | -3.4% | 0.02% | 0.0% |
| Q3 2020 | $1,082,000 | +331.1% | 40,437 | +292.4% | 0.02% | +300.0% |
| Q2 2020 | $251,000 | -0.4% | 10,305 | -15.3% | 0.01% | -16.7% |
| Q1 2020 | $252,000 | -28.8% | 12,169 | -6.0% | 0.01% | -14.3% |
| Q4 2019 | $354,000 | -20.6% | 12,941 | -27.0% | 0.01% | -22.2% |
| Q3 2019 | $446,000 | -1.3% | 17,739 | +2.8% | 0.01% | 0.0% |
| Q2 2019 | $452,000 | +3.2% | 17,249 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $438,000 | +43.1% | 16,865 | +29.2% | 0.01% | +28.6% |
| Q4 2018 | $306,000 | +19.1% | 13,054 | +30.4% | 0.01% | +16.7% |
| Q3 2018 | $257,000 | -49.6% | 10,010 | -49.3% | 0.01% | -53.8% |
| Q2 2018 | $510,000 | – | 19,725 | – | 0.01% | – |
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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% |