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 | $248,922 | +0.8% | 10,398 | +3.8% | 0.00% | – |
Q2 2023 | $246,835 | -2.0% | 10,022 | +0.5% | 0.00% | – |
Q1 2023 | $251,796 | +25.3% | 9,972 | +26.4% | 0.00% | – |
Q2 2022 | $201,000 | -51.9% | 7,887 | -47.6% | 0.00% | -100.0% |
Q1 2022 | $418,000 | +5.3% | 15,050 | +17.4% | 0.00% | – |
Q4 2021 | $397,000 | +1.0% | 12,817 | +1.2% | 0.00% | -100.0% |
Q3 2021 | $393,000 | +31.4% | 12,669 | +39.1% | 0.00% | – |
Q2 2021 | $299,000 | +2.4% | 9,107 | -0.9% | 0.00% | – |
Q1 2021 | $292,000 | +24.8% | 9,187 | +20.2% | 0.00% | – |
Q4 2020 | $234,000 | – | 7,643 | – | 0.00% | – |
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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% |