SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. 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 | $2,043,967 | +3.3% | 85,379 | +6.3% | 1.35% | +7.0% |
| Q2 2023 | $1,977,916 | +2.7% | 80,304 | +2.3% | 1.26% | -0.6% |
| Q1 2023 | $1,925,630 | +4.2% | 78,533 | +0.6% | 1.27% | -0.7% |
| Q4 2022 | $1,847,894 | +1.1% | 78,069 | -4.3% | 1.28% | -8.2% |
| Q3 2022 | $1,827,000 | -19.7% | 81,554 | -9.0% | 1.39% | -12.4% |
| Q2 2022 | $2,274,000 | -23.3% | 89,588 | -16.1% | 1.59% | -10.8% |
| Q1 2022 | $2,964,000 | -5.1% | 106,738 | +1.3% | 1.78% | -1.2% |
| Q4 2021 | $3,123,000 | -0.8% | 105,378 | +2.1% | 1.80% | -8.4% |
| Q3 2021 | $3,147,000 | -5.5% | 103,248 | +2.0% | 1.96% | -5.9% |
| Q2 2021 | $3,329,000 | +5.1% | 101,233 | +1.9% | 2.09% | -1.3% |
| Q1 2021 | $3,168,000 | +25.9% | 99,297 | +20.9% | 2.12% | +15.8% |
| Q4 2020 | $2,517,000 | +14.8% | 82,110 | +0.2% | 1.83% | -3.7% |
| Q3 2020 | $2,193,000 | +14.3% | 81,945 | +4.0% | 1.90% | +9.4% |
| Q2 2020 | $1,919,000 | +20.8% | 78,812 | +2.6% | 1.74% | +3.3% |
| Q1 2020 | $1,589,000 | -25.6% | 76,837 | -1.5% | 1.68% | -8.2% |
| Q4 2019 | $2,135,000 | – | 78,015 | – | 1.83% | – |
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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% |