SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,823 | +26.7% | 327 | +30.3% | 0.01% | +11.1% |
| Q2 2023 | $6,176 | +0.9% | 251 | +0.8% | 0.01% | -10.0% |
| Q1 2023 | $6,118 | +3.6% | 249 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $5,905 | +18.1% | 249 | +2.0% | 0.01% | +11.1% |
| Q3 2022 | $5,000 | -16.7% | 244 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $6,000 | -14.3% | 244 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 243 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $7,000 | 0.0% | 243 | +2.1% | 0.01% | 0.0% |
| Q3 2021 | $7,000 | -12.5% | 238 | +0.8% | 0.01% | -18.2% |
| Q2 2021 | $8,000 | +14.3% | 236 | +1.7% | 0.01% | +10.0% |
| Q1 2021 | $7,000 | 0.0% | 232 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 231 | +1.8% | 0.01% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 227 | 0.0% | 0.01% | -23.1% |
| Q2 2020 | $6,000 | +20.0% | 227 | +0.4% | 0.01% | +18.2% |
| Q1 2020 | $5,000 | -16.7% | 226 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $6,000 | 0.0% | 226 | +2.3% | 0.01% | -7.7% |
| Q3 2019 | $6,000 | 0.0% | 221 | +0.5% | 0.01% | -18.8% |
| Q2 2019 | $6,000 | +20.0% | 220 | +19.6% | 0.02% | +33.3% |
| Q1 2019 | $5,000 | +25.0% | 184 | +0.5% | 0.01% | -7.7% |
| Q4 2018 | $4,000 | -20.0% | 183 | +2.2% | 0.01% | -18.8% |
| Q3 2018 | $5,000 | 0.0% | 179 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $5,000 | +150.0% | 179 | +208.6% | 0.02% | +142.9% |
| Q1 2018 | $2,000 | – | 58 | – | 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% |