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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,645,000 | -0.1% | 527,370 | +6.6% | 4.79% | +11.4% |
| Q4 2021 | $14,657,000 | +6.7% | 494,832 | +9.8% | 4.30% | -17.1% |
| Q3 2021 | $13,740,000 | +17.0% | 450,773 | +26.3% | 5.19% | +3.7% |
| Q2 2021 | $11,739,000 | +11.4% | 357,028 | +7.7% | 5.01% | +3.2% |
| Q1 2021 | $10,534,000 | +39.5% | 331,465 | +34.6% | 4.85% | +2.2% |
| Q4 2020 | $7,549,000 | +41.9% | 246,304 | +23.9% | 4.74% | +14.5% |
| Q3 2020 | $5,321,000 | +34.3% | 198,854 | +22.2% | 4.14% | +2.3% |
| Q2 2020 | $3,961,000 | +41.6% | 162,669 | +20.3% | 4.05% | +15.2% |
| Q1 2020 | $2,798,000 | – | 135,241 | – | 3.52% | – |
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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% |