SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $73 | -99.9% | 3,074 | 0.0% | 0.05% | -4.2% |
| Q3 2022 | $69,000 | -6.8% | 3,074 | +5.3% | 0.05% | -4.0% |
| Q2 2022 | $74,000 | -8.6% | 2,919 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $81,000 | -6.9% | 2,919 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $87,000 | -2.2% | 2,919 | 0.0% | 0.05% | -9.1% |
| Q3 2021 | $89,000 | -4.3% | 2,919 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $93,000 | 0.0% | 2,919 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $93,000 | +4.5% | 2,919 | 0.0% | 0.06% | -4.6% |
| Q4 2020 | $89,000 | +14.1% | 2,919 | 0.0% | 0.06% | -4.4% |
| Q3 2020 | $78,000 | +9.9% | 2,919 | 0.0% | 0.07% | +6.2% |
| Q2 2020 | $71,000 | +18.3% | 2,919 | 0.0% | 0.06% | +6.7% |
| Q1 2020 | $60,000 | -25.0% | 2,919 | 0.0% | 0.06% | -1.6% |
| Q4 2019 | $80,000 | +12.7% | 2,919 | +2.7% | 0.06% | +5.2% |
| Q3 2019 | $71,000 | -4.1% | 2,842 | +0.6% | 0.06% | -7.9% |
| Q2 2019 | $74,000 | +1.4% | 2,825 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $73,000 | +10.6% | 2,825 | +0.0% | 0.06% | -3.1% |
| Q4 2018 | $66,000 | -7.0% | 2,824 | +2.7% | 0.06% | +3.2% |
| Q3 2018 | $71,000 | +6.0% | 2,751 | +5.6% | 0.06% | +1.6% |
| Q2 2018 | $67,000 | -10.7% | 2,605 | 0.0% | 0.06% | -10.3% |
| Q1 2018 | $75,000 | +2.7% | 2,605 | 0.0% | 0.07% | +11.5% |
| Q4 2017 | $73,000 | – | 2,605 | – | 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% |