SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434 | -3.6% | 18,141 | -0.8% | 0.07% | -7.9% |
| Q2 2023 | $450 | -1.1% | 18,288 | -1.5% | 0.08% | -9.5% |
| Q1 2023 | $455 | +1.1% | 18,575 | -2.2% | 0.08% | -6.7% |
| Q4 2022 | $450 | -99.9% | 19,001 | -15.5% | 0.09% | -15.9% |
| Q3 2022 | $504,000 | -16.7% | 22,495 | -5.6% | 0.11% | -1.8% |
| Q2 2022 | $605,000 | -6.3% | 23,832 | +2.4% | 0.11% | +6.9% |
| Q1 2022 | $646,000 | -2.7% | 23,274 | +3.8% | 0.10% | +10.9% |
| Q4 2021 | $664,000 | +5.1% | 22,432 | +8.2% | 0.09% | -4.2% |
| Q3 2021 | $632,000 | -1.9% | 20,727 | +5.8% | 0.10% | -17.2% |
| Q2 2021 | $644,000 | +0.6% | 19,594 | -2.6% | 0.12% | +11.5% |
| Q1 2021 | $640,000 | +3.7% | 20,127 | -0.0% | 0.10% | +2.0% |
| Q4 2020 | $617,000 | +9.6% | 20,128 | -4.4% | 0.10% | -2.9% |
| Q3 2020 | $563,000 | +6.6% | 21,049 | -2.9% | 0.10% | -7.9% |
| Q2 2020 | $528,000 | +4.1% | 21,684 | -11.5% | 0.11% | -12.3% |
| Q1 2020 | $507,000 | -27.4% | 24,513 | -3.9% | 0.13% | -1.5% |
| Q4 2019 | $698,000 | +7.1% | 25,517 | -1.7% | 0.13% | -9.0% |
| Q3 2019 | $652,000 | -4.4% | 25,948 | -0.2% | 0.14% | -45.5% |
| Q2 2019 | $682,000 | +0.6% | 25,996 | -0.2% | 0.27% | +4.7% |
| Q1 2019 | $678,000 | +7.8% | 26,060 | -2.6% | 0.25% | -11.2% |
| Q4 2018 | $629,000 | +0.2% | 26,751 | +9.5% | 0.29% | +7.9% |
| Q3 2018 | $628,000 | +4.5% | 24,425 | +5.2% | 0.26% | +0.4% |
| Q2 2018 | $601,000 | +15.6% | 23,215 | +28.0% | 0.26% | +14.3% |
| Q1 2018 | $520,000 | -2.1% | 18,131 | -4.5% | 0.23% | +3.1% |
| Q4 2017 | $531,000 | +7.9% | 18,988 | +3.9% | 0.22% | +0.9% |
| Q3 2017 | $492,000 | +2.3% | 18,270 | -5.6% | 0.22% | -5.9% |
| Q2 2017 | $481,000 | -5.3% | 19,352 | -8.6% | 0.24% | -7.5% |
| Q1 2017 | $508,000 | – | 21,177 | – | 0.26% | – |
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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% |