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 | $182 | +76.7% | 7,586 | +82.0% | 0.04% | +79.2% |
| Q2 2023 | $103 | +1.0% | 4,169 | -0.2% | 0.02% | -4.0% |
| Q1 2023 | $102 | +3300.0% | 4,177 | +3268.5% | 0.02% | +2400.0% |
| Q4 2022 | $3 | -100.0% | 124 | -94.1% | 0.00% | -92.9% |
| Q3 2022 | $47,000 | -9.6% | 2,114 | +4.1% | 0.01% | -6.7% |
| Q2 2022 | $52,000 | 0.0% | 2,031 | +9.2% | 0.02% | 0.0% |
| Q1 2022 | $52,000 | +4.0% | 1,860 | +9.2% | 0.02% | -6.2% |
| Q4 2021 | $50,000 | +2.0% | 1,703 | +6.8% | 0.02% | -46.7% |
| Q3 2021 | $49,000 | -7.5% | 1,595 | -1.1% | 0.03% | -16.7% |
| Q2 2021 | $53,000 | +231.2% | 1,612 | +219.2% | 0.04% | +200.0% |
| Q1 2021 | $16,000 | +14.3% | 505 | +12.5% | 0.01% | +9.1% |
| Q4 2020 | $14,000 | +16.7% | 449 | -2.2% | 0.01% | +10.0% |
| Q3 2020 | $12,000 | +20.0% | 459 | +12.5% | 0.01% | +25.0% |
| Q2 2020 | $10,000 | +25.0% | 408 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | +166.7% | 408 | +257.9% | 0.01% | +33.3% |
| Q4 2019 | $3,000 | 0.0% | 114 | +3.6% | 0.01% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 110 | +6.8% | 0.01% | -14.3% |
| Q2 2019 | $3,000 | – | 103 | – | 0.01% | – |
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% |