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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $598,000 | -5.8% | 20,148 | -2.9% | 0.22% | -10.7% |
| Q3 2021 | $635,000 | -15.9% | 20,759 | -9.7% | 0.24% | -16.5% |
| Q2 2021 | $755,000 | +5.0% | 22,987 | +2.6% | 0.29% | +0.3% |
| Q1 2021 | $719,000 | +80.2% | 22,400 | +71.7% | 0.29% | +66.7% |
| Q4 2020 | $399,000 | +17.0% | 13,047 | +3.1% | 0.17% | -7.4% |
| Q3 2020 | $341,000 | +7.2% | 12,654 | -3.1% | 0.19% | -15.7% |
| Q2 2020 | $318,000 | +16.5% | 13,059 | -0.9% | 0.22% | -21.5% |
| Q1 2020 | $273,000 | -99.9% | 13,179 | +1.7% | 0.28% | +63.2% |
| Q4 2019 | $354,687,000 | +108036.3% | 12,959 | -0.8% | 0.17% | -7.9% |
| Q3 2019 | $328,000 | -3.2% | 13,059 | +1.1% | 0.19% | +5.6% |
| Q2 2019 | $339,000 | +8.3% | 12,922 | +7.4% | 0.18% | -18.6% |
| Q1 2019 | $313,000 | -99.9% | 12,037 | -6.4% | 0.22% | -3.1% |
| Q4 2018 | $302,690,000 | +91347.1% | 12,864 | -0.3% | 0.23% | +40.1% |
| Q3 2018 | $331,000 | +17.0% | 12,904 | +17.8% | 0.16% | -7.4% |
| Q2 2018 | $283,000 | -14.8% | 10,954 | -5.5% | 0.18% | -19.4% |
| Q1 2018 | $332,000 | +12.9% | 11,591 | +10.0% | 0.22% | +26.2% |
| Q4 2017 | $294,000 | +5.8% | 10,536 | +2.0% | 0.17% | +4.2% |
| Q3 2017 | $278,000 | +8.6% | 10,331 | 0.0% | 0.16% | +11.5% |
| Q2 2017 | $256,000 | +1.2% | 10,331 | -2.1% | 0.15% | -14.9% |
| Q1 2017 | $253,000 | +9.5% | 10,556 | -1.5% | 0.17% | +31.8% |
| Q4 2016 | $231,000 | -9.4% | 10,721 | -3.4% | 0.13% | -15.9% |
| Q3 2016 | $255,000 | +3.2% | 11,096 | -4.5% | 0.16% | +3.3% |
| Q2 2016 | $247,000 | -99.9% | 11,620 | -25.3% | 0.15% | -30.0% |
| Q1 2016 | $320,641,000 | +106780.3% | 15,550 | +0.9% | 0.22% | +20.6% |
| Q4 2015 | $300,000 | +1.7% | 15,405 | +5.7% | 0.18% | -10.4% |
| Q3 2015 | $295,000 | -31.2% | 14,571 | -16.5% | 0.20% | +4.7% |
| Q2 2015 | $429,000 | +10.6% | 17,445 | +9.4% | 0.19% | +15.0% |
| Q1 2015 | $388,000 | – | 15,939 | – | 0.17% | – |
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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% |