SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,649 | -59.9% | 1,107 | -57.3% | 0.00% | 0.0% |
Q2 2023 | $63,890 | +135.4% | 2,594 | +134.3% | 0.00% | 0.0% |
Q1 2023 | $27,144 | -96.1% | 1,107 | -96.2% | 0.00% | -92.3% |
Q4 2022 | $692,701 | +83.7% | 29,265 | +73.8% | 0.01% | +62.5% |
Q3 2022 | $377,000 | -11.7% | 16,840 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $427,000 | -8.8% | 16,840 | +0.0% | 0.01% | 0.0% |
Q1 2022 | $468,000 | -14.4% | 16,835 | -8.9% | 0.01% | 0.0% |
Q4 2021 | $547,000 | -3.0% | 18,470 | -0.2% | 0.01% | -20.0% |
Q3 2021 | $564,000 | -3.9% | 18,505 | +0.2% | 0.01% | -9.1% |
Q1 2021 | $587,000 | -2.7% | 18,475 | -6.1% | 0.01% | -8.3% |
Q4 2020 | $603,000 | +14.0% | 19,675 | -0.6% | 0.01% | 0.0% |
Q3 2020 | $529,000 | +18.1% | 19,788 | +7.7% | 0.01% | +9.1% |
Q2 2020 | $448,000 | +100.9% | 18,378 | +70.2% | 0.01% | +83.3% |
Q1 2020 | $223,000 | +7.2% | 10,797 | +34.9% | 0.01% | 0.0% |
Q2 2018 | $208,000 | +37.7% | 8,004 | +42.8% | 0.01% | +50.0% |
Q3 2017 | $151,000 | – | 5,605 | – | 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% |