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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $217,000 | -24.7% | 10,469 | -0.7% | 0.15% | -8.0% |
| Q4 2019 | $288,000 | +26.9% | 10,539 | +16.5% | 0.16% | +20.9% |
| Q3 2019 | $227,000 | +13.5% | 9,044 | +18.7% | 0.13% | +11.7% |
| Q2 2019 | $200,000 | +4.7% | 7,619 | +3.9% | 0.12% | +0.8% |
| Q1 2019 | $191,000 | -99.9% | 7,334 | +1.6% | 0.12% | -0.8% |
| Q4 2018 | $169,769,000 | +6.1% | 7,215 | +15.9% | 0.12% | +30.4% |
| Q3 2018 | $159,993,000 | -1.0% | 6,223 | -0.3% | 0.09% | -6.1% |
| Q2 2018 | $161,605,000 | -7.5% | 6,242 | +2.5% | 0.10% | -5.8% |
| Q1 2018 | $174,783,000 | +31.0% | 6,090 | +22.9% | 0.10% | +31.6% |
| Q3 2017 | $133,393,000 | +17.5% | 4,957 | +8.5% | 0.08% | +14.5% |
| Q2 2017 | $113,490,000 | +25.6% | 4,567 | +21.1% | 0.07% | +23.2% |
| Q1 2017 | $90,391,000 | +14.0% | 3,771 | +2.5% | 0.06% | +5.7% |
| Q4 2016 | $79,319,000 | -5.2% | 3,679 | +1.4% | 0.05% | -8.6% |
| Q3 2016 | $83,685,000 | +15.2% | 3,629 | +6.4% | 0.06% | +11.5% |
| Q2 2016 | $72,641,000 | +124.6% | 3,412 | +119.1% | 0.05% | +108.0% |
| Q1 2016 | $32,339,000 | -18.8% | 1,557 | -23.8% | 0.02% | -19.4% |
| Q4 2015 | $39,839,000 | +52.7% | 2,042 | +58.3% | 0.03% | +47.6% |
| Q3 2015 | $26,084,000 | +563.2% | 1,290 | +706.2% | 0.02% | +600.0% |
| Q2 2015 | $3,933,000 | +79.4% | 160 | +77.8% | 0.00% | +50.0% |
| Q1 2015 | $2,192,000 | +1.9% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,151,000 | -5.9% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,286,000 | – | 90 | – | 0.00% | – |
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% |