SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,395,285 | -2.4% | 684,849 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $16,790,320 | +3.5% | 681,702 | +3.0% | 0.01% | 0.0% |
| Q1 2023 | $16,230,205 | +1.0% | 661,917 | -2.5% | 0.01% | 0.0% |
| Q4 2022 | $16,061,965 | +12.0% | 678,579 | +6.0% | 0.01% | 0.0% |
| Q3 2022 | $14,338,000 | -15.2% | 640,072 | -3.9% | 0.01% | -14.3% |
| Q2 2022 | $16,899,000 | -6.8% | 665,835 | +2.0% | 0.01% | +16.7% |
| Q1 2022 | $18,133,000 | -0.9% | 652,966 | +5.7% | 0.01% | +20.0% |
| Q4 2021 | $18,304,000 | +4.2% | 617,962 | +7.3% | 0.01% | -16.7% |
| Q3 2021 | $17,561,000 | -4.7% | 576,152 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $18,421,000 | +6.1% | 560,255 | +2.6% | 0.01% | 0.0% |
| Q1 2021 | $17,356,000 | +10.7% | 546,139 | +6.8% | 0.01% | +20.0% |
| Q4 2020 | $15,675,000 | +18.2% | 511,429 | +3.2% | 0.01% | 0.0% |
| Q3 2020 | $13,261,000 | +27.8% | 495,544 | +16.3% | 0.01% | +25.0% |
| Q2 2020 | $10,379,000 | +37.8% | 426,245 | +17.1% | 0.00% | 0.0% |
| Q1 2020 | $7,533,000 | -37.4% | 364,101 | -17.2% | 0.00% | 0.0% |
| Q4 2019 | $12,041,000 | +11.8% | 439,935 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $10,774,000 | -18.8% | 428,716 | -15.2% | 0.00% | -20.0% |
| Q2 2019 | $13,272,000 | +5.7% | 505,807 | +4.8% | 0.01% | 0.0% |
| Q1 2019 | $12,558,000 | +9.3% | 482,810 | -1.1% | 0.01% | 0.0% |
| Q4 2018 | $11,492,000 | +39.4% | 488,392 | +52.3% | 0.01% | +66.7% |
| Q3 2018 | $8,246,000 | -0.9% | 320,748 | -0.2% | 0.00% | -25.0% |
| Q2 2018 | $8,320,000 | -6.2% | 321,378 | +4.0% | 0.00% | 0.0% |
| Q1 2018 | $8,868,000 | +2.0% | 308,991 | -0.7% | 0.00% | 0.0% |
| Q4 2017 | $8,694,000 | +6.0% | 311,156 | +2.1% | 0.00% | 0.0% |
| Q3 2017 | $8,199,000 | +12.5% | 304,699 | +3.9% | 0.00% | 0.0% |
| Q2 2017 | $7,289,000 | +0.5% | 293,306 | -3.0% | 0.00% | 0.0% |
| Q1 2017 | $7,250,000 | +16.7% | 302,468 | +5.0% | 0.00% | +33.3% |
| Q4 2016 | $6,210,000 | -7.9% | 288,037 | -1.5% | 0.00% | -25.0% |
| Q3 2016 | $6,741,000 | +11.5% | 292,318 | +2.9% | 0.00% | 0.0% |
| Q2 2016 | $6,047,000 | +9.6% | 284,049 | +6.9% | 0.00% | 0.0% |
| Q1 2016 | $5,518,000 | +7.2% | 265,695 | +0.7% | 0.00% | +33.3% |
| Q4 2015 | $5,148,000 | +503.5% | 263,870 | +525.1% | 0.00% | +200.0% |
| Q3 2015 | $853,000 | -55.9% | 42,210 | -46.4% | 0.00% | 0.0% |
| Q2 2015 | $1,936,000 | +1190.7% | 78,772 | +1181.3% | 0.00% | – |
| Q1 2015 | $150,000 | +54.6% | 6,148 | +51.8% | 0.00% | – |
| Q4 2014 | $97,000 | – | 4,051 | – | 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% |