SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,986,000 | +159.9% | 71,504 | +127.9% | 0.00% | +100.0% |
Q2 2020 | $764,000 | +132.9% | 31,378 | +97.7% | 0.00% | – |
Q1 2020 | $328,000 | -20.0% | 15,868 | +6.0% | 0.00% | – |
Q4 2019 | $410,000 | +15.5% | 14,963 | +6.0% | 0.00% | – |
Q3 2019 | $355,000 | -69.2% | 14,121 | -67.9% | 0.00% | -100.0% |
Q2 2019 | $1,154,000 | +0.1% | 43,945 | -0.8% | 0.00% | 0.0% |
Q1 2019 | $1,153,000 | -73.1% | 44,318 | -75.7% | 0.00% | -75.0% |
Q4 2018 | $4,286,000 | -19.3% | 182,146 | -11.8% | 0.00% | -20.0% |
Q3 2018 | $5,310,000 | +2.9% | 206,517 | +3.6% | 0.01% | 0.0% |
Q2 2018 | $5,162,000 | -15.9% | 199,382 | -6.8% | 0.01% | -16.7% |
Q1 2018 | $6,138,000 | – | 213,854 | – | 0.01% | – |
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% |