SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,421 | +21.0% | 992 | +20.5% | 0.01% | +62.5% |
| Q1 2023 | $20,181 | -38.2% | 823 | -40.3% | 0.01% | -50.0% |
| Q4 2022 | $32,642 | +5.3% | 1,379 | +1.2% | 0.02% | +14.3% |
| Q3 2022 | $31,000 | -36.7% | 1,362 | -29.1% | 0.01% | -36.4% |
| Q2 2022 | $49,000 | -53.8% | 1,920 | -49.9% | 0.02% | 0.0% |
| Q1 2022 | $106,000 | +86.0% | 3,836 | +100.0% | 0.02% | -12.0% |
| Q4 2021 | $57,000 | -1.7% | 1,918 | +0.7% | 0.02% | -10.7% |
| Q3 2021 | $58,000 | -7.9% | 1,904 | 0.0% | 0.03% | -12.5% |
| Q2 2021 | $63,000 | -8.7% | 1,904 | -12.1% | 0.03% | -22.0% |
| Q1 2021 | $69,000 | +4.5% | 2,166 | +0.0% | 0.04% | -6.8% |
| Q4 2020 | $66,000 | -17.5% | 2,165 | -27.8% | 0.04% | -25.4% |
| Q3 2020 | $80,000 | +12.7% | 3,000 | +3.2% | 0.06% | +7.3% |
| Q2 2020 | $71,000 | +10.9% | 2,908 | -6.3% | 0.06% | -9.8% |
| Q1 2020 | $64,000 | -17.9% | 3,105 | +8.8% | 0.06% | -7.6% |
| Q4 2019 | $78,000 | – | 2,853 | – | 0.07% | – |
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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% |