SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,790 | -2.8% | 1,495 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,822 | +0.5% | 1,495 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,657 | +1.9% | 1,495 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $35,978 | -7.7% | 1,520 | -12.9% | 0.00% | -20.0% |
| Q3 2022 | $39,000 | -11.4% | 1,745 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -21.4% | 1,745 | -13.6% | 0.01% | -16.7% |
| Q1 2022 | $56,000 | -16.4% | 2,019 | -10.5% | 0.01% | -14.3% |
| Q4 2021 | $67,000 | -2.9% | 2,257 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $69,000 | -53.1% | 2,257 | -50.3% | 0.01% | -11.1% |
| Q2 2021 | $147,000 | +101.4% | 4,539 | +98.9% | 0.01% | -10.0% |
| Q1 2021 | $73,000 | +49.0% | 2,282 | +13.6% | 0.01% | +11.1% |
| Q2 2020 | $49,000 | +22.5% | 2,008 | +3.0% | 0.01% | +12.5% |
| Q1 2020 | $40,000 | -35.5% | 1,950 | -13.3% | 0.01% | -20.0% |
| Q4 2019 | $62,000 | +8.8% | 2,250 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | -10.9% | 2,250 | -7.7% | 0.01% | -9.1% |
| Q2 2019 | $64,000 | – | 2,437 | – | 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% |