SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,370 | +447275.0% | 4,485 | +448400.0% | 0.74% | – |
| Q2 2023 | $24 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $24 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $37,635 | -98.1% | 1,590 | -98.2% | 0.03% | -98.1% |
| Q3 2022 | $1,934,000 | -19.6% | 86,351 | -8.8% | 1.80% | -18.3% |
| Q2 2022 | $2,404,000 | -9.2% | 94,726 | +1.0% | 2.20% | +11.8% |
| Q1 2022 | $2,649,000 | -3.7% | 93,783 | +1.3% | 1.97% | +1932.0% |
| Q4 2021 | $2,750,000 | -10.9% | 92,565 | -8.6% | 0.10% | -96.9% |
| Q3 2021 | $3,086,000 | -30.2% | 101,250 | -24.7% | 3.16% | -14.5% |
| Q2 2021 | $4,423,000 | +4.1% | 134,515 | +0.6% | 3.70% | -13.6% |
| Q1 2021 | $4,250,000 | +3.9% | 133,736 | +0.2% | 4.28% | +30.4% |
| Q4 2020 | $4,092,000 | +37100.0% | 133,514 | +32227.8% | 3.28% | +25161.5% |
| Q3 2020 | $11,000 | – | 413 | – | 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% |