SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,125 | -69.9% | 21,476 | -69.0% | 0.21% | -69.0% |
| Q2 2023 | $1,707,513 | +1.0% | 69,327 | +0.5% | 0.67% | -4.3% |
| Q1 2023 | $1,691,126 | +3.1% | 68,969 | -0.4% | 0.70% | -3.1% |
| Q4 2022 | $1,639,579 | +41.7% | 69,268 | +34.2% | 0.72% | +28.4% |
| Q3 2022 | $1,157,000 | +297.6% | 51,633 | +350.5% | 0.56% | +314.8% |
| Q2 2022 | $291,000 | -7.0% | 11,460 | +1.6% | 0.14% | +7.1% |
| Q1 2022 | $313,000 | -3.7% | 11,282 | +2.7% | 0.13% | -2.3% |
| Q4 2021 | $325,000 | +339.2% | 10,986 | +299.3% | 0.13% | +207.1% |
| Q3 2020 | $74,000 | +4.2% | 2,751 | +6.6% | 0.04% | 0.0% |
| Q4 2019 | $71,000 | +10.9% | 2,581 | +2.0% | 0.04% | +7.7% |
| Q3 2019 | $64,000 | -17.9% | 2,531 | -15.5% | 0.04% | -20.4% |
| Q1 2019 | $78,000 | +550.0% | 2,994 | +597.9% | 0.05% | +600.0% |
| Q3 2017 | $12,000 | – | 429 | – | 0.01% | – |
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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% |