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 | $331,839 | -34.3% | 13,861 | -32.4% | 0.00% | -33.3% |
| Q2 2023 | $504,702 | -84.1% | 20,491 | -84.2% | 0.00% | -85.0% |
| Q1 2023 | $3,176,005 | +769.3% | 129,527 | +739.2% | 0.02% | +566.7% |
| Q4 2022 | $365,338 | -19.5% | 15,435 | -23.9% | 0.00% | -25.0% |
| Q3 2022 | $454,000 | -9.9% | 20,278 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $504,000 | -21.5% | 19,842 | -14.2% | 0.00% | 0.0% |
| Q1 2022 | $642,000 | +9.2% | 23,113 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $588,000 | -51.2% | 19,845 | -49.8% | 0.00% | -60.0% |
| Q3 2021 | $1,204,000 | +248.0% | 39,497 | +275.5% | 0.01% | +233.3% |
| Q2 2021 | $346,000 | +21.8% | 10,519 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $284,000 | -80.1% | 8,945 | -80.8% | 0.00% | -81.2% |
| Q4 2020 | $1,425,000 | +12.1% | 46,484 | -2.1% | 0.02% | -11.1% |
| Q3 2020 | $1,271,000 | +9.9% | 47,501 | -0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,157,000 | +14.7% | 47,517 | -2.6% | 0.02% | -21.7% |
| Q1 2020 | $1,009,000 | -22.8% | 48,767 | +2.1% | 0.02% | -17.9% |
| Q4 2019 | $1,307,000 | +12.7% | 47,756 | +3.5% | 0.03% | -17.6% |
| Q3 2019 | $1,160,000 | +76.3% | 46,143 | +84.1% | 0.03% | +70.0% |
| Q2 2019 | $658,000 | – | 25,061 | – | 0.02% | – |
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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% |