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 2023 | $497,856 | -5.7% | 20,796 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $527,796 | +0.4% | 21,429 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $525,684 | +1.9% | 21,439 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $515,873 | +7.3% | 21,794 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $481,000 | -12.7% | 21,451 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $551,000 | -37.8% | 21,713 | -32.0% | 0.00% | -33.3% |
| Q1 2022 | $886,000 | -4.0% | 31,921 | +2.4% | 0.00% | 0.0% |
| Q4 2021 | $923,000 | +523.6% | 31,175 | +540.7% | 0.00% | +200.0% |
| Q3 2021 | $148,000 | +236.4% | 4,866 | +264.2% | 0.00% | – |
| Q2 2021 | $44,000 | +22.2% | 1,336 | +19.2% | 0.00% | – |
| Q1 2021 | $36,000 | -34.5% | 1,121 | -37.3% | 0.00% | – |
| Q4 2020 | $55,000 | -11.3% | 1,789 | -22.3% | 0.00% | – |
| Q3 2020 | $62,000 | +287.5% | 2,303 | +243.2% | 0.00% | – |
| Q2 2020 | $16,000 | +14.3% | 671 | 0.0% | 0.00% | – |
| Q1 2020 | $14,000 | +55.6% | 671 | +99.7% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 336 | -1.8% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 342 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -52.6% | 342 | -54.2% | 0.00% | – |
| Q1 2019 | $19,000 | -40.6% | 747 | -45.7% | 0.00% | – |
| Q4 2018 | $32,000 | +3100.0% | 1,375 | +6775.0% | 0.00% | – |
| Q3 2018 | $1,000 | -75.0% | 20 | -85.9% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 142 | +15.4% | 0.00% | – |
| Q1 2018 | $4,000 | – | 123 | – | 0.00% | – |
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% |