SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $990,191 | -48.7% | 40,383 | -50.5% | 0.02% | -65.5% |
| Q4 2022 | $1,930,360 | +273.4% | 81,553 | +253.2% | 0.06% | +262.5% |
| Q3 2022 | $517,000 | +92.2% | 23,091 | +118.2% | 0.02% | +60.0% |
| Q2 2022 | $269,000 | -36.7% | 10,583 | -30.8% | 0.01% | -33.3% |
| Q1 2022 | $425,000 | +7.1% | 15,300 | +26.8% | 0.02% | +25.0% |
| Q2 2021 | $397,000 | +6.1% | 12,064 | +2.6% | 0.01% | -42.9% |
| Q1 2021 | $374,000 | +23.0% | 11,756 | -5.9% | 0.02% | +200.0% |
| Q2 2020 | $304,000 | +11.4% | 12,487 | +18.4% | 0.01% | +600.0% |
| Q2 2018 | $273,000 | +7.1% | 10,550 | -0.9% | 0.00% | -98.0% |
| Q1 2017 | $255,000 | -29.6% | 10,645 | -36.7% | 0.05% | -58.7% |
| Q4 2016 | $362,000 | +62.3% | 16,810 | +73.5% | 0.12% | +59.2% |
| Q3 2016 | $223,000 | – | 9,690 | – | 0.08% | – |
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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% |