SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,797 | -2.6% | 12,439 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $305,814 | -4.9% | 12,416 | -5.3% | 0.01% | -6.7% |
| Q1 2023 | $321,611 | +0.4% | 13,116 | -3.1% | 0.02% | -16.7% |
| Q4 2022 | $320,238 | +14.8% | 13,529 | +8.7% | 0.02% | 0.0% |
| Q3 2022 | $279,000 | -15.5% | 12,449 | -4.2% | 0.02% | -14.3% |
| Q2 2022 | $330,000 | -17.3% | 12,996 | -9.6% | 0.02% | +5.0% |
| Q1 2022 | $399,000 | -6.3% | 14,375 | 0.0% | 0.02% | -13.0% |
| Q4 2021 | $426,000 | -3.8% | 14,375 | -1.0% | 0.02% | -8.0% |
| Q3 2021 | $443,000 | -12.1% | 14,526 | -5.2% | 0.02% | -19.4% |
| Q2 2021 | $504,000 | +27.0% | 15,318 | +22.6% | 0.03% | +72.2% |
| Q1 2021 | $397,000 | +3.9% | 12,493 | +0.3% | 0.02% | -10.0% |
| Q4 2020 | $382,000 | +12.0% | 12,458 | -2.3% | 0.02% | -33.3% |
| Q3 2020 | $341,000 | +29.7% | 12,753 | +18.0% | 0.03% | +25.0% |
| Q2 2020 | $263,000 | +25.8% | 10,804 | +10.7% | 0.02% | +9.1% |
| Q1 2020 | $209,000 | -75.8% | 9,759 | -69.1% | 0.02% | -73.8% |
| Q4 2019 | $865,000 | +199.3% | 31,594 | +175.1% | 0.08% | +162.5% |
| Q3 2019 | $289,000 | -1.4% | 11,486 | +2.9% | 0.03% | -5.9% |
| Q2 2019 | $293,000 | +1.4% | 11,162 | +0.4% | 0.03% | -2.9% |
| Q1 2019 | $289,000 | +12.0% | 11,117 | +1.5% | 0.04% | -2.8% |
| Q4 2018 | $258,000 | -0.4% | 10,950 | +0.7% | 0.04% | +2.9% |
| Q3 2018 | $259,000 | -8.5% | 10,875 | -1.5% | 0.04% | -12.5% |
| Q2 2018 | $283,000 | -9.3% | 11,045 | +1.7% | 0.04% | -20.0% |
| Q1 2018 | $312,000 | +3.3% | 10,863 | +0.3% | 0.05% | 0.0% |
| Q4 2017 | $302,000 | +14.4% | 10,826 | +10.4% | 0.05% | -16.7% |
| Q3 2017 | $264,000 | – | 9,806 | – | 0.06% | – |
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% |