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 | $1,126 | -2.8% | 47 | 0.0% | 0.00% | – |
| Q2 2023 | $1,158 | +0.4% | 47 | 0.0% | 0.00% | – |
| Q1 2023 | $1,153 | -93.3% | 47 | -93.6% | 0.00% | -100.0% |
| Q4 2022 | $17,326 | +8.3% | 732 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -36.0% | 732 | -25.0% | 0.00% | -50.0% |
| Q2 2022 | $25,000 | -13.8% | 976 | +2.1% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -6.5% | 956 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 956 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 956 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $29,000 | -35.6% | 956 | -43.4% | 0.01% | -44.4% |
| Q3 2020 | $45,000 | +9.8% | 1,688 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | +17.1% | 1,688 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $35,000 | -28.6% | 1,688 | -4.9% | 0.01% | -11.1% |
| Q4 2019 | $49,000 | +8.9% | 1,775 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $45,000 | 0.0% | 1,775 | +3.9% | 0.01% | 0.0% |
| Q2 2019 | $45,000 | +2.3% | 1,708 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $44,000 | +10.0% | 1,708 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -96.0% | 1,708 | -95.6% | 0.01% | -98.0% |
| Q3 2018 | $1,008,000 | +50300.0% | 39,224 | +44985.1% | 0.45% | – |
| Q2 2018 | $2,000 | – | 87 | – | 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% |