SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,760 | +27.5% | 26,893 | +31.6% | 0.12% | +29.2% |
| Q2 2023 | $503,202 | +5.6% | 20,429 | +5.1% | 0.09% | -4.3% |
| Q1 2023 | $476,470 | +5.0% | 19,432 | +1.4% | 0.09% | -3.1% |
| Q4 2022 | $453,616 | +5.0% | 19,164 | +0.6% | 0.10% | -6.8% |
| Q3 2022 | $432,000 | -9.4% | 19,047 | +1.2% | 0.10% | -9.6% |
| Q2 2022 | $477,000 | -8.8% | 18,829 | +0.5% | 0.11% | +8.6% |
| Q1 2022 | $523,000 | +27.6% | 18,727 | +35.1% | 0.10% | +28.0% |
| Q4 2021 | $410,000 | +7.3% | 13,859 | +9.3% | 0.08% | -30.5% |
| Q3 2021 | $382,000 | +13.4% | 12,678 | +24.3% | 0.12% | +19.2% |
| Q2 2021 | $337,000 | -20.7% | 10,200 | -27.0% | 0.10% | -40.7% |
| Q4 2020 | $425,000 | -3.4% | 13,971 | -15.2% | 0.17% | -27.7% |
| Q3 2020 | $440,000 | -7.6% | 16,479 | -15.6% | 0.23% | -30.4% |
| Q2 2020 | $476,000 | +17.0% | 19,534 | -0.4% | 0.33% | -17.6% |
| Q1 2020 | $407,000 | -22.0% | 19,617 | +2.7% | 0.40% | -8.0% |
| Q4 2019 | $522,000 | – | 19,108 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 822,530 | $24,363,000 | 14.99% |
| Holistic Financial Partners | 510,600 | $15,124,000 | 8.77% |
| Guardian Financial Partners, LLC | 287,168 | $8,506,000 | 8.12% |
| Heartwood Wealth Advisors LLC | 1,553,111 | $46,003,000 | 6.91% |
| Flower City Capital | 239,068 | $7,084,000,000 | 6.88% |
| Radnor Financial Advisors, LLC | 623,355 | $18,464,000 | 6.56% |
| Red Tortoise LLC | 319,874 | $9,475,000 | 6.55% |
| Jacobsen Capital Management | 456,616 | $13,525,000 | 6.40% |
| Hamilton Capital, LLC | 2,587,966 | $76,656,000 | 5.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 488,839 | $14,479,000 | 5.95% |