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 | $180,049 | +96182.9% | 7,521 | -0.8% | 0.08% | 0.0% |
| Q2 2023 | $187 | +0.5% | 7,581 | +0.0% | 0.08% | -6.7% |
| Q1 2023 | $186 | +12.0% | 7,580 | +8.1% | 0.09% | +3.5% |
| Q4 2022 | $166 | -99.9% | 7,009 | -9.1% | 0.09% | -4.4% |
| Q3 2022 | $173,000 | -11.7% | 7,707 | 0.0% | 0.09% | -6.2% |
| Q2 2022 | $196,000 | -8.4% | 7,707 | 0.0% | 0.10% | +11.6% |
| Q1 2022 | $214,000 | -3.6% | 7,707 | +2.9% | 0.09% | +3.6% |
| Q4 2021 | $222,000 | -2.6% | 7,487 | +0.0% | 0.08% | -13.5% |
| Q3 2021 | $228,000 | +2.2% | 7,485 | 0.0% | 0.10% | +5.5% |
| Q2 2021 | $223,000 | -4.3% | 7,485 | +1.9% | 0.09% | -19.5% |
| Q1 2021 | $233,000 | +9.4% | 7,345 | +5.6% | 0.11% | +3.7% |
| Q4 2020 | $213,000 | +1.4% | 6,955 | +0.0% | 0.11% | -1.8% |
| Q3 2020 | $210,000 | +28.0% | 6,953 | +3.1% | 0.11% | +8.8% |
| Q2 2020 | $164,000 | +6.5% | 6,743 | -3.0% | 0.10% | -1.9% |
| Q1 2020 | $154,000 | -3.1% | 6,953 | +19.6% | 0.10% | 0.0% |
| Q4 2019 | $159,000 | +6.7% | 5,813 | -2.0% | 0.10% | -1.9% |
| Q3 2019 | $149,000 | -8.6% | 5,934 | -3.9% | 0.11% | -10.9% |
| Q2 2019 | $163,000 | +3.2% | 6,178 | +1.6% | 0.12% | -3.3% |
| Q1 2019 | $158,000 | +12.1% | 6,078 | +1.7% | 0.12% | 0.0% |
| Q4 2018 | $141,000 | +1.4% | 5,976 | +0.1% | 0.12% | +26.8% |
| Q3 2018 | $139,000 | -14.2% | 5,972 | +0.1% | 0.10% | -6.7% |
| Q2 2018 | $162,000 | -9.0% | 5,964 | -3.9% | 0.10% | -16.8% |
| Q1 2018 | $178,000 | +2.9% | 6,204 | +0.3% | 0.12% | -9.4% |
| Q4 2017 | $173,000 | – | 6,188 | – | 0.14% | – |
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% |