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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $422,000 | -87.2% | 16,627 | -86.0% | 0.06% | -85.1% |
| Q1 2022 | $3,296,000 | -17.5% | 118,686 | -12.0% | 0.38% | -16.1% |
| Q4 2021 | $3,996,000 | +28.9% | 134,893 | +32.6% | 0.45% | +14.6% |
| Q3 2021 | $3,101,000 | +28.5% | 101,744 | +38.6% | 0.39% | +27.8% |
| Q2 2021 | $2,413,000 | +64.9% | 73,387 | +59.4% | 0.31% | +54.5% |
| Q1 2021 | $1,463,000 | +42.7% | 46,034 | +37.7% | 0.20% | +32.0% |
| Q4 2020 | $1,025,000 | +94.9% | 33,429 | +70.1% | 0.15% | +74.4% |
| Q3 2020 | $526,000 | +29.2% | 19,653 | +17.7% | 0.09% | +19.4% |
| Q2 2020 | $407,000 | +14.0% | 16,696 | -3.2% | 0.07% | -4.0% |
| Q1 2020 | $357,000 | -9.4% | 17,253 | +19.7% | 0.08% | +19.0% |
| Q4 2019 | $394,000 | +56.3% | 14,408 | +43.8% | 0.06% | +43.2% |
| Q3 2019 | $252,000 | – | 10,020 | – | 0.04% | – |
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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% |