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 | $583,849 | -7.3% | 24,388 | -4.6% | 0.08% | -2.5% |
Q2 2023 | $629,592 | -0.5% | 25,562 | -1.0% | 0.08% | -8.1% |
Q1 2023 | $633,008 | +103502.0% | 25,816 | 0.0% | 0.09% | -5.5% |
Q4 2022 | $611 | -99.9% | 25,816 | -15.8% | 0.09% | -18.8% |
Q3 2022 | $687,000 | -11.8% | 30,671 | -0.0% | 0.11% | -7.4% |
Q2 2022 | $779,000 | – | 30,679 | – | 0.12% | – |
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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% |