SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,804 | -2.6% | 4,336 | +0.2% | 0.04% | +2.8% |
| Q2 2023 | $106,623 | +1.7% | 4,329 | +1.3% | 0.04% | -5.3% |
| Q1 2023 | $104,798 | +103660.4% | 4,274 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $101 | -99.9% | 4,274 | +2.1% | 0.04% | -4.9% |
| Q3 2022 | $94,000 | -17.5% | 4,185 | -6.7% | 0.04% | -12.8% |
| Q2 2022 | $114,000 | -9.5% | 4,485 | -1.1% | 0.05% | +6.8% |
| Q1 2022 | $126,000 | +0.8% | 4,536 | +7.2% | 0.04% | 0.0% |
| Q4 2021 | $125,000 | -3.1% | 4,230 | 0.0% | 0.04% | -15.4% |
| Q3 2021 | $129,000 | -7.2% | 4,230 | 0.0% | 0.05% | -17.5% |
| Q2 2021 | $139,000 | +3.7% | 4,230 | 0.0% | 0.06% | -3.1% |
| Q1 2021 | $134,000 | +3.1% | 4,230 | -0.2% | 0.06% | -18.8% |
| Q4 2020 | $130,000 | +20.4% | 4,237 | +5.4% | 0.08% | +5.3% |
| Q3 2020 | $108,000 | +16.1% | 4,020 | +5.7% | 0.08% | +10.1% |
| Q2 2020 | $93,000 | +745.5% | 3,805 | +638.8% | 0.07% | +666.7% |
| Q1 2020 | $11,000 | -85.7% | 515 | -81.8% | 0.01% | -83.0% |
| Q4 2019 | $77,000 | +5.5% | 2,830 | -2.3% | 0.05% | +26.2% |
| Q3 2019 | $73,000 | -3.9% | 2,897 | 0.0% | 0.04% | -2.3% |
| Q2 2019 | $76,000 | +1.3% | 2,897 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $75,000 | +5.6% | 2,897 | -4.4% | 0.04% | -2.3% |
| Q4 2018 | $71,000 | +31.5% | 3,030 | +35.6% | 0.04% | +15.8% |
| Q1 2017 | $54,000 | – | 2,235 | – | 0.04% | – |
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% |