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 | $37,266,369 | +1832.7% | 1,556,657 | +1888.4% | 0.01% | – |
| Q2 2023 | $1,928,233 | -97.7% | 78,288 | -97.7% | 0.00% | -100.0% |
| Q1 2023 | $83,859,822 | +131.1% | 3,420,058 | +123.1% | 0.02% | +125.0% |
| Q4 2022 | $36,282,560 | +451.3% | 1,532,850 | +421.8% | 0.01% | +700.0% |
| Q3 2022 | $6,581,000 | +155.7% | 293,790 | +189.7% | 0.00% | 0.0% |
| Q2 2022 | $2,574,000 | -95.4% | 101,400 | -95.0% | 0.00% | -90.9% |
| Q1 2022 | $56,470,000 | +8751.1% | 2,033,514 | +9342.0% | 0.01% | – |
| Q4 2021 | $638,000 | -97.4% | 21,537 | -97.3% | 0.00% | -100.0% |
| Q3 2021 | $24,314,000 | +100.2% | 797,712 | +116.0% | 0.01% | +66.7% |
| Q2 2021 | $12,143,000 | +557.4% | 369,328 | +313.7% | 0.00% | +200.0% |
| Q1 2020 | $1,847,000 | -94.0% | 89,276 | -92.1% | 0.00% | -92.3% |
| Q4 2019 | $30,892,000 | +337.7% | 1,128,675 | +314.0% | 0.01% | +333.3% |
| Q2 2018 | $7,058,000 | -73.8% | 272,634 | -71.0% | 0.00% | -80.0% |
| Q1 2018 | $26,952,000 | +112.7% | 939,084 | +107.1% | 0.02% | +87.5% |
| Q4 2017 | $12,671,000 | +1186.4% | 453,521 | +1003.9% | 0.01% | +700.0% |
| Q1 2017 | $985,000 | +216.7% | 41,085 | +181.3% | 0.00% | – |
| Q2 2016 | $311,000 | -91.3% | 14,606 | -91.7% | 0.00% | -100.0% |
| Q3 2015 | $3,571,000 | +1148.6% | 176,589 | +1405.1% | 0.00% | – |
| Q1 2015 | $286,000 | – | 11,733 | – | 0.00% | – |
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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% |