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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,794 | +100.7% | 31,194 | +106.5% | 0.02% | -4.3% |
| Q2 2023 | $372,102 | +0.5% | 15,108 | +0.0% | 0.02% | -14.8% |
| Q1 2023 | $370,301 | +1.6% | 15,102 | -1.9% | 0.03% | -6.9% |
| Q4 2022 | $364,423 | -1.5% | 15,396 | -6.8% | 0.03% | -14.7% |
| Q3 2022 | $370,000 | -13.6% | 16,525 | -1.9% | 0.03% | +3.0% |
| Q2 2022 | $428,000 | -22.6% | 16,850 | -15.4% | 0.03% | -13.2% |
| Q1 2022 | $553,000 | -16.6% | 19,923 | -11.0% | 0.04% | -15.6% |
| Q4 2021 | $663,000 | -33.2% | 22,379 | -31.3% | 0.04% | -39.2% |
| Q3 2021 | $993,000 | +9830.0% | 32,592 | +10116.9% | 0.07% | +7300.0% |
| Q2 2021 | $10,000 | 0.0% | 319 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 318 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -46.7% | 315 | -47.7% | 0.00% | -50.0% |
| Q2 2020 | $15,000 | -92.9% | 602 | -94.1% | 0.00% | -93.5% |
| Q1 2020 | $211,000 | – | 10,198 | – | 0.03% | – |
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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% |