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 | $145,798 | -2.8% | 6,090 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $150,000 | +0.6% | 6,090 | +0.2% | 0.02% | -4.5% |
| Q1 2023 | $149,102 | +215.5% | 6,080 | +204.5% | 0.02% | +175.0% |
| Q4 2022 | $47,265 | +7.4% | 1,997 | +2.3% | 0.01% | -11.1% |
| Q3 2022 | $44,000 | -12.0% | 1,953 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $50,000 | -3.8% | 1,953 | +3.7% | 0.01% | 0.0% |
| Q1 2022 | $52,000 | -5.5% | 1,883 | +1.8% | 0.01% | -9.1% |
| Q4 2021 | $55,000 | 0.0% | 1,849 | +2.0% | 0.01% | -8.3% |
| Q3 2021 | $55,000 | -15.4% | 1,813 | -8.2% | 0.01% | -14.3% |
| Q2 2021 | $65,000 | +4.8% | 1,976 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $62,000 | +3.3% | 1,966 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $60,000 | +15.4% | 1,966 | +1.5% | 0.02% | -6.2% |
| Q3 2020 | $52,000 | +10.6% | 1,937 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $47,000 | -4.1% | 1,937 | -18.0% | 0.02% | -20.0% |
| Q1 2020 | $49,000 | -70.1% | 2,361 | -60.6% | 0.02% | -75.9% |
| Q4 2019 | $164,000 | – | 5,995 | – | 0.08% | – |
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% |