SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. 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 | $4,104,070 | -3.1% | 171,431 | -0.3% | 0.14% | +0.7% |
| Q2 2023 | $4,233,786 | +0.8% | 171,895 | +0.4% | 0.14% | -4.2% |
| Q1 2023 | $4,198,175 | +10.9% | 171,214 | +7.0% | 0.14% | -13.4% |
| Q4 2022 | $3,786,332 | -17.9% | 159,963 | -22.3% | 0.16% | -22.6% |
| Q3 2022 | $4,610,000 | -15.9% | 205,794 | -4.7% | 0.21% | -15.5% |
| Q2 2022 | $5,479,000 | -19.4% | 215,881 | -10.3% | 0.25% | -7.0% |
| Q1 2022 | $6,799,000 | +8.7% | 240,674 | +14.0% | 0.27% | +16.4% |
| Q4 2021 | $6,252,000 | -37.5% | 211,074 | -35.7% | 0.23% | -42.6% |
| Q3 2021 | $10,007,000 | +2.3% | 328,298 | +10.4% | 0.40% | -2.4% |
| Q2 2021 | $9,779,000 | +19.8% | 297,421 | +15.8% | 0.41% | +7.5% |
| Q1 2021 | $8,160,000 | +63.2% | 256,761 | +57.4% | 0.38% | +42.1% |
| Q4 2020 | $5,001,000 | +98.1% | 163,167 | +73.0% | 0.27% | +73.7% |
| Q3 2020 | $2,524,000 | -6.3% | 94,307 | -14.7% | 0.16% | -11.4% |
| Q2 2020 | $2,693,000 | +23.0% | 110,596 | +4.5% | 0.18% | -0.6% |
| Q1 2020 | $2,189,000 | +167.6% | 105,848 | +254.2% | 0.18% | +190.2% |
| Q4 2019 | $818,000 | +10.5% | 29,881 | +1.5% | 0.06% | -3.2% |
| Q3 2019 | $740,000 | -2.5% | 29,442 | +1.8% | 0.06% | -14.9% |
| Q2 2019 | $759,000 | +228.6% | 28,931 | +225.3% | 0.07% | +184.6% |
| Q1 2019 | $231,000 | -49.2% | 8,894 | -54.1% | 0.03% | -58.7% |
| Q4 2018 | $455,000 | +46.3% | 19,376 | +60.1% | 0.06% | +61.5% |
| Q3 2018 | $311,000 | +1.0% | 12,104 | +1.7% | 0.04% | -11.4% |
| Q2 2018 | $308,000 | -4.6% | 11,906 | +5.9% | 0.04% | -12.0% |
| Q1 2018 | $323,000 | +25.7% | 11,238 | +22.2% | 0.05% | +19.0% |
| Q4 2017 | $257,000 | +3.6% | 9,197 | +2.1% | 0.04% | -2.3% |
| Q3 2017 | $248,000 | +38.5% | 9,009 | +32.4% | 0.04% | +26.5% |
| Q2 2017 | $179,000 | +113.1% | 6,804 | +98.9% | 0.03% | +325.0% |
| Q1 2017 | $84,000 | +189.7% | 3,420 | +154.7% | 0.01% | +14.3% |
| Q4 2016 | $29,000 | – | 1,343 | – | 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% |