SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,471 | -61.1% | 688 | -60.0% | 0.00% | -63.6% |
| Q2 2023 | $42,388 | +0.4% | 1,721 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,199 | +5.7% | 1,721 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $39,931 | +14.1% | 1,687 | +9.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 1,548 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 1,507 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | -2.2% | 1,507 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +35.3% | 1,507 | +45.9% | 0.02% | +33.3% |
| Q2 2021 | $34,000 | +3.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 1,033 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $32,000 | +14.3% | 1,033 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $28,000 | +12.0% | 1,033 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $25,000 | +19.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | – | 1,033 | – | 0.01% | – |
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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% |