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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30 | -26.8% | 2,700 | +58.8% | 0.00% | -25.0% |
| Q1 2023 | $41 | +57.7% | 1,700 | -32.0% | 0.00% | +100.0% |
| Q4 2022 | $26 | -99.9% | 2,500 | +150.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | +4.2% | 1,000 | +11.1% | 0.00% | +100.0% |
| Q1 2022 | $24,000 | -7.7% | 900 | -18.2% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +225.0% | 1,100 | -66.1% | 0.00% | – |
| Q2 2021 | $8,000 | -11.1% | 3,249 | +4.8% | 0.00% | – |
| Q1 2021 | $9,000 | +200.0% | 3,099 | +63.2% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 1,899 | +854.3% | 0.00% | – |
| Q3 2020 | $2,000 | -97.3% | 199 | -97.2% | 0.00% | -100.0% |
| Q2 2020 | $75,000 | +17.2% | 7,199 | +132.3% | 0.01% | +66.7% |
| Q1 2020 | $64,000 | +39.1% | 3,099 | +47.6% | 0.00% | 0.0% |
| Q4 2019 | $46,000 | – | 2,099 | +74.9% | 0.00% | – |
| Q2 2019 | $0 | – | 1,200 | -20.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1,500 | -84.8% | 0.00% | – |
| Q4 2018 | $0 | – | 9,900 | +1314.3% | 0.00% | – |
| Q3 2018 | $0 | – | 700 | -74.1% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 2,700 | -71.9% | 0.00% | -100.0% |
| Q1 2018 | $29,000 | – | 9,600 | +2300.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 400 | -75.0% | 0.00% | – |
| Q2 2017 | $4,000 | -20.0% | 1,600 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | -50.0% | 1,600 | +220.0% | 0.00% | -100.0% |
| Q2 2016 | $10,000 | +150.0% | 500 | -66.7% | 0.00% | – |
| Q1 2016 | $4,000 | – | 1,500 | +1400.0% | 0.00% | – |
| Q4 2015 | $0 | – | 100 | – | 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% |