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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,546 | -2.8% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $22,167 | +0.4% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,068 | +145.2% | 900 | +167.9% | 0.00% | – |
| Q1 2022 | $9,000 | +12.5% | 336 | +24.9% | 0.00% | – |
| Q4 2021 | $8,000 | +300.0% | 269 | +333.9% | 0.00% | – |
| Q3 2021 | $2,000 | +100.0% | 62 | +129.6% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -66.7% | 27 | -77.5% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 120 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 120 | – | 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% |