SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $434 | -99.9% | 18,330 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $411,000 | -11.6% | 18,330 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $465,000 | -16.8% | 18,330 | -8.9% | 0.01% | 0.0% |
| Q1 2022 | $559,000 | -6.2% | 20,130 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $596,000 | -3.6% | 20,130 | -0.7% | 0.01% | -12.5% |
| Q3 2021 | $618,000 | -11.3% | 20,267 | -4.4% | 0.01% | -11.1% |
| Q2 2021 | $697,000 | +0.6% | 21,210 | -2.8% | 0.01% | 0.0% |
| Q1 2021 | $693,000 | +6.6% | 21,810 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $650,000 | +14.4% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $568,000 | +10.1% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $516,000 | +17.5% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $439,000 | -24.4% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $581,000 | +9.0% | 21,210 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $533,000 | -4.3% | 21,210 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $557,000 | +0.9% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $552,000 | +10.6% | 21,210 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $499,000 | -8.4% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $545,000 | -0.7% | 21,210 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $549,000 | +117.0% | 21,210 | +140.2% | 0.01% | +100.0% |
| Q1 2018 | $253,000 | +2.4% | 8,830 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $247,000 | – | 8,830 | – | 0.01% | – |
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% |