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 | $47,945 | -21.0% | 1,991 | -18.8% | 0.01% | -14.3% |
| Q2 2023 | $60,687 | -25.4% | 2,451 | -26.7% | 0.01% | -22.2% |
| Q1 2023 | $81,317 | -78.3% | 3,345 | -78.9% | 0.02% | -78.0% |
| Q4 2022 | $375,574 | +4.0% | 15,867 | -1.5% | 0.08% | -4.7% |
| Q3 2022 | $361,000 | -15.7% | 16,109 | -4.3% | 0.09% | -10.4% |
| Q2 2022 | $428,000 | -8.4% | 16,826 | +0.0% | 0.10% | +5.5% |
| Q1 2022 | $467,000 | -2.3% | 16,825 | +4.4% | 0.09% | 0.0% |
| Q4 2021 | $478,000 | -2.6% | 16,110 | +0.0% | 0.09% | -4.2% |
| Q3 2021 | $491,000 | -7.4% | 16,107 | -0.1% | 0.10% | -9.5% |
| Q2 2021 | $530,000 | -0.7% | 16,120 | -4.0% | 0.10% | -11.8% |
| Q1 2021 | $534,000 | +11.5% | 16,800 | -6.2% | 0.12% | +2.6% |
| Q3 2020 | $479,000 | -22.7% | 17,909 | -29.7% | 0.12% | -28.0% |
| Q2 2020 | $620,000 | -20.5% | 25,471 | -32.4% | 0.16% | -26.8% |
| Q1 2020 | $780,000 | -35.5% | 37,692 | -14.7% | 0.22% | -22.8% |
| Q4 2019 | $1,210,000 | +5.1% | 44,201 | -3.5% | 0.28% | +11.8% |
| Q3 2019 | $1,151,000 | – | 45,813 | – | 0.26% | – |
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% |