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 | $920,325 | -2.8% | 38,443 | 0.0% | 0.17% | -2.3% |
| Q2 2023 | $946,851 | +0.4% | 38,443 | 0.0% | 0.18% | -1.7% |
| Q1 2023 | $942,622 | +3.6% | 38,443 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $909,946 | +5.7% | 38,443 | 0.0% | 0.18% | -8.2% |
| Q3 2022 | $861,000 | -11.8% | 38,443 | 0.0% | 0.20% | -7.1% |
| Q2 2022 | $976,000 | -8.6% | 38,443 | 0.0% | 0.21% | +5.5% |
| Q1 2022 | $1,068,000 | -6.2% | 38,443 | 0.0% | 0.20% | -7.0% |
| Q4 2021 | $1,139,000 | -2.8% | 38,443 | 0.0% | 0.22% | -12.2% |
| Q3 2021 | $1,172,000 | -7.3% | 38,443 | 0.0% | 0.24% | -5.4% |
| Q2 2021 | $1,264,000 | -26.8% | 38,443 | -31.8% | 0.26% | -34.6% |
| Q4 2020 | $1,727,000 | +67.8% | 56,351 | +46.6% | 0.40% | +51.1% |
| Q3 2020 | $1,029,000 | +9.9% | 38,443 | 0.0% | 0.26% | +5.6% |
| Q2 2020 | $936,000 | +17.7% | 38,443 | 0.0% | 0.25% | -3.5% |
| Q1 2020 | $795,000 | – | 38,443 | – | 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% |