SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $155,965 | +5.7% | 6,291 | +2.1% | 0.05% | -2.1% |
| Q3 2023 | $147,553 | -2.8% | 6,163 | 0.0% | 0.05% | -4.1% |
| Q2 2023 | $151,805 | +0.8% | 6,163 | +0.3% | 0.05% | -3.9% |
| Q1 2023 | $150,663 | -2.5% | 6,144 | -5.9% | 0.05% | -8.9% |
| Q4 2022 | $154,506 | -37.7% | 6,527 | -41.1% | 0.06% | -42.3% |
| Q3 2022 | $248,000 | -12.1% | 11,077 | -0.2% | 0.10% | -5.8% |
| Q2 2022 | $282,000 | -18.7% | 11,104 | -11.1% | 0.10% | -7.2% |
| Q1 2022 | $347,000 | -9.6% | 12,491 | -3.7% | 0.11% | -11.2% |
| Q4 2021 | $384,000 | -5.7% | 12,972 | -2.9% | 0.12% | -13.2% |
| Q3 2021 | $407,000 | -17.9% | 13,363 | -11.3% | 0.14% | -21.7% |
| Q2 2021 | $496,000 | -6.4% | 15,071 | -9.6% | 0.18% | -4.7% |
| Q1 2021 | $530,000 | -25.4% | 16,671 | -28.1% | 0.19% | -31.1% |
| Q4 2020 | $710,000 | +0.6% | 23,195 | -12.1% | 0.28% | -11.1% |
| Q3 2020 | $706,000 | -3.2% | 26,387 | -12.0% | 0.32% | -5.7% |
| Q2 2020 | $729,000 | -44.4% | 29,977 | -52.7% | 0.33% | -51.6% |
| Q1 2020 | $1,311,000 | -64.5% | 63,384 | -53.0% | 0.69% | -62.9% |
| Q4 2019 | $3,694,000 | -8.2% | 134,980 | -15.7% | 1.86% | -1.4% |
| Q3 2019 | $4,025,000 | -10.7% | 160,182 | -6.8% | 1.89% | -8.2% |
| Q2 2019 | $4,508,000 | -53.2% | 171,832 | -9.6% | 2.06% | +0.0% |
| Q1 2019 | $9,638,000 | +106.1% | 190,113 | -4.4% | 2.06% | -4.6% |
| Q4 2018 | $4,677,000 | -9.8% | 198,778 | -1.4% | 2.16% | +1.7% |
| Q3 2018 | $5,184,000 | -9.8% | 201,671 | -9.2% | 2.12% | -12.5% |
| Q2 2018 | $5,748,000 | -17.0% | 222,053 | -8.0% | 2.42% | -15.3% |
| Q1 2018 | $6,923,000 | -0.1% | 241,254 | -2.8% | 2.86% | +1.9% |
| Q4 2017 | $6,933,000 | +2129.3% | 248,173 | +2046.5% | 2.81% | +1550.6% |
| Q3 2017 | $311,000 | – | 11,562 | – | 0.17% | – |
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% |