SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,970 | +0.4% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,872 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,114 | +5.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -13.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -3.7% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -6.9% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +16.7% | 892 | +12.6% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | -16.0% | 792 | -24.0% | 0.00% | -25.0% |
| Q2 2020 | $25,000 | +13.6% | 1,042 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | +175.0% | 1,042 | +247.3% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -75.0% | 300 | -77.6% | 0.00% | -81.8% |
| Q4 2018 | $32,000 | -23.8% | 1,339 | -18.2% | 0.01% | -21.4% |
| Q3 2018 | $42,000 | 0.0% | 1,636 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | – | 1,636 | – | 0.01% | – |
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% |