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 | $731,008 | -16.0% | 30,535 | -13.5% | 0.00% | 0.0% |
| Q2 2023 | $869,783 | -7.2% | 35,314 | -7.6% | 0.00% | 0.0% |
| Q1 2023 | $937,571 | +50307.0% | 38,237 | -51.4% | 0.00% | -60.0% |
| Q4 2022 | $1,860 | -99.8% | 78,599 | +59.5% | 0.01% | +66.7% |
| Q3 2022 | $1,104,000 | -15.5% | 49,269 | -4.4% | 0.00% | -25.0% |
| Q2 2022 | $1,307,000 | +8.8% | 51,513 | +19.1% | 0.00% | +33.3% |
| Q1 2022 | $1,201,000 | -17.3% | 43,244 | -11.8% | 0.00% | 0.0% |
| Q4 2021 | $1,452,000 | -6.9% | 49,026 | -4.1% | 0.00% | -25.0% |
| Q3 2021 | $1,559,000 | -8.6% | 51,137 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $1,706,000 | +7.6% | 51,882 | +4.0% | 0.00% | 0.0% |
| Q1 2021 | $1,586,000 | +15.1% | 49,910 | +11.0% | 0.00% | 0.0% |
| Q4 2020 | $1,378,000 | -8.8% | 44,969 | -20.4% | 0.00% | -20.0% |
| Q3 2020 | $1,511,000 | +0.9% | 56,460 | -8.2% | 0.01% | -16.7% |
| Q2 2020 | $1,497,000 | +7.1% | 61,470 | -9.1% | 0.01% | 0.0% |
| Q1 2020 | $1,398,000 | -38.5% | 67,590 | -18.6% | 0.01% | -25.0% |
| Q4 2019 | $2,273,000 | +20.5% | 83,045 | +10.7% | 0.01% | +14.3% |
| Q3 2019 | $1,886,000 | +1.3% | 75,050 | +5.8% | 0.01% | 0.0% |
| Q2 2019 | $1,861,000 | – | 70,934 | – | 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% |