CX Institutional - SCHWAB STRATEGIC TR ownership

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
CX Institutional ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$4,070,279
-2.8%
170,0200.0%0.22%
+3.2%
Q2 2023$4,187,593
+0.0%
170,020
+0.0%
0.22%
-2.7%
Q1 2023$4,187,519
+4.1%
169,9480.0%0.22%
-8.6%
Q4 2022$4,022,669169,9480.24%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 822,530$24,363,00014.99%
Holistic Financial Partners 510,600$15,124,0008.77%
Guardian Financial Partners, LLC 287,168$8,506,0008.12%
Heartwood Wealth Advisors LLC 1,553,111$46,003,0006.91%
Flower City Capital 239,068$7,084,000,0006.88%
Radnor Financial Advisors, LLC 623,355$18,464,0006.56%
Red Tortoise LLC 319,874$9,475,0006.55%
Jacobsen Capital Management 456,616$13,525,0006.40%
Hamilton Capital, LLC 2,587,966$76,656,0005.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 488,839$14,479,0005.95%
View complete list of SCHWAB STRATEGIC TR shareholders