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 | $6,512 | +37.7% | 272 | +41.7% | 0.00% | 0.0% |
| Q2 2023 | $4,729 | +14.8% | 192 | +14.3% | 0.00% | 0.0% |
| Q1 2023 | $4,119 | +3.6% | 168 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $3,977 | -0.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -98.8% | 168 | -98.7% | 0.00% | -98.7% |
| Q2 2022 | $325,000 | -4.4% | 12,787 | +4.4% | 0.15% | +14.4% |
| Q1 2022 | $340,000 | -0.3% | 12,245 | +6.5% | 0.13% | -11.4% |
| Q4 2021 | $341,000 | +3.0% | 11,501 | +6.0% | 0.15% | -11.3% |
| Q3 2021 | $331,000 | -25.8% | 10,852 | -20.0% | 0.17% | -29.4% |
| Q2 2021 | $446,000 | +14.4% | 13,560 | +10.4% | 0.24% | -8.8% |
| Q1 2021 | $390,000 | +38900.0% | 12,286 | +45403.7% | 0.26% | +26000.0% |
| Q2 2020 | $1,000 | 0.0% | 27 | -48.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 52 | -26.8% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 71 | – | 0.00% | – |
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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% |