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 | $422,427 | -9.0% | 17,645 | -6.4% | 0.12% | -1.6% |
Q2 2023 | $464,158 | -17.7% | 18,845 | -18.1% | 0.13% | -22.6% |
Q1 2023 | $564,083 | +1.9% | 23,005 | -1.7% | 0.16% | -8.4% |
Q4 2022 | $553,665 | -59.9% | 23,391 | -62.1% | 0.18% | -64.2% |
Q3 2022 | $1,382,000 | +15.7% | 61,675 | +31.1% | 0.50% | +12.9% |
Q2 2022 | $1,194,000 | -19.3% | 47,050 | -11.7% | 0.44% | -7.9% |
Q1 2022 | $1,480,000 | +79.2% | 53,278 | +91.0% | 0.48% | +83.6% |
Q4 2021 | $826,000 | +80.3% | 27,893 | +85.6% | 0.26% | +66.9% |
Q3 2021 | $458,000 | – | 15,026 | – | 0.16% | – |
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% |