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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,779,904 | -5.3% | 74,349 | -2.6% | 0.07% | +3.0% |
| Q2 2023 | $1,880,157 | -9.9% | 76,336 | -10.3% | 0.07% | -21.2% |
| Q1 2023 | $2,086,243 | +3.6% | 85,083 | -0.0% | 0.08% | 0.0% |
| Q4 2022 | $2,014,538 | +11.1% | 85,109 | +5.1% | 0.08% | -10.5% |
| Q3 2022 | $1,813,000 | -7.5% | 80,944 | +4.9% | 0.10% | -4.0% |
| Q2 2022 | $1,959,000 | -6.4% | 77,182 | +2.4% | 0.10% | -9.2% |
| Q1 2022 | $2,093,000 | +1.8% | 75,353 | +8.6% | 0.11% | +16.0% |
| Q4 2021 | $2,055,000 | -62.5% | 69,367 | -61.4% | 0.09% | -60.5% |
| Q3 2021 | $5,480,000 | -27.0% | 179,792 | -21.3% | 0.24% | -27.0% |
| Q2 2021 | $7,508,000 | +8.5% | 228,349 | +4.9% | 0.33% | -2.1% |
| Q1 2021 | $6,917,000 | +4.1% | 217,643 | +0.4% | 0.33% | -3.5% |
| Q4 2020 | $6,642,000 | +19.6% | 216,702 | +4.4% | 0.34% | -2.8% |
| Q3 2020 | $5,553,000 | +48.9% | 207,515 | +35.5% | 0.36% | +37.1% |
| Q2 2020 | $3,729,000 | +192.2% | 153,158 | +148.2% | 0.26% | +123.3% |
| Q1 2020 | $1,276,000 | -66.8% | 61,696 | -56.0% | 0.12% | -53.8% |
| Q4 2019 | $3,838,000 | +199.8% | 140,231 | +175.3% | 0.25% | +175.8% |
| Q3 2019 | $1,280,000 | -3.9% | 50,939 | +0.4% | 0.09% | -9.9% |
| Q2 2019 | $1,332,000 | -73.0% | 50,745 | -73.2% | 0.10% | -73.8% |
| Q1 2019 | $4,925,000 | +294.3% | 189,347 | +256.7% | 0.39% | +216.4% |
| Q4 2018 | $1,249,000 | +2.5% | 53,078 | +12.0% | 0.12% | +24.5% |
| Q3 2018 | $1,218,000 | -48.8% | 47,385 | -48.5% | 0.10% | -53.3% |
| Q2 2018 | $2,380,000 | -40.6% | 91,939 | -34.1% | 0.21% | -45.9% |
| Q1 2018 | $4,006,000 | +1.9% | 139,596 | -0.8% | 0.39% | +2.1% |
| Q4 2017 | $3,933,000 | +6.3% | 140,772 | +2.4% | 0.38% | -3.6% |
| Q3 2017 | $3,701,000 | +8.4% | 137,525 | +0.1% | 0.39% | +3.4% |
| Q2 2017 | $3,415,000 | +2.1% | 137,424 | -1.6% | 0.38% | +3.8% |
| Q1 2017 | $3,346,000 | +14.9% | 139,611 | +3.4% | 0.37% | +8.6% |
| Q4 2016 | $2,911,000 | -5.0% | 134,998 | +1.6% | 0.34% | -17.6% |
| Q3 2016 | $3,064,000 | +12.6% | 132,851 | +4.0% | 0.41% | +12.6% |
| Q2 2016 | $2,720,000 | +55.7% | 127,757 | +79.8% | 0.36% | +48.0% |
| Q2 2015 | $1,747,000 | – | 71,060 | – | 0.25% | – |
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% |