SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,283 | +2.9% | 35,935 | +5.9% | 0.49% | -3.4% |
| Q2 2023 | $835,770 | +2.0% | 33,933 | +1.6% | 0.50% | +4.8% |
| Q1 2023 | $819,115 | +98826.9% | 33,406 | -4.5% | 0.48% | -7.9% |
| Q4 2022 | $828 | -99.9% | 34,976 | +10.4% | 0.52% | -6.5% |
| Q3 2022 | $710,000 | -10.4% | 31,688 | +1.6% | 0.56% | +6.5% |
| Q2 2022 | $792,000 | -1.6% | 31,201 | +7.6% | 0.52% | +3.0% |
| Q1 2022 | $805,000 | -4.4% | 28,989 | +1.9% | 0.51% | +6.7% |
| Q4 2021 | $842,000 | +2.2% | 28,440 | +5.2% | 0.48% | -12.8% |
| Q3 2021 | $824,000 | -5.3% | 27,036 | +2.2% | 0.55% | -6.8% |
| Q2 2021 | $870,000 | +10.7% | 26,460 | +7.0% | 0.59% | +2.3% |
| Q1 2021 | $786,000 | +4.0% | 24,739 | +0.3% | 0.57% | -5.6% |
| Q4 2020 | $756,000 | +11.5% | 24,672 | -2.7% | 0.61% | +2.0% |
| Q3 2020 | $678,000 | +15.9% | 25,350 | +5.4% | 0.60% | +5.1% |
| Q2 2020 | $585,000 | +20.1% | 24,041 | +2.2% | 0.57% | +0.5% |
| Q1 2020 | $487,000 | -20.3% | 23,514 | +5.3% | 0.56% | -2.8% |
| Q4 2019 | $611,000 | – | 22,335 | – | 0.58% | – |
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% |