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 | $1,678 | -1.8% | 70,094 | +1.0% | 0.71% | +3.8% |
| Q2 2023 | $1,709 | +0.3% | 69,371 | -0.2% | 0.68% | -4.5% |
| Q1 2023 | $1,704 | +3.5% | 69,495 | -0.1% | 0.72% | -2.2% |
| Q4 2022 | $1,646 | -99.9% | 69,531 | -10.1% | 0.73% | -9.9% |
| Q3 2022 | $1,732,000 | -8.3% | 77,338 | +2.9% | 0.81% | +6.3% |
| Q2 2022 | $1,888,000 | -10.1% | 75,140 | -0.7% | 0.76% | -0.7% |
| Q1 2022 | $2,101,000 | -3.2% | 75,643 | +3.2% | 0.77% | -1.2% |
| Q4 2021 | $2,171,000 | -13.3% | 73,279 | -10.8% | 0.78% | -16.5% |
| Q3 2021 | $2,505,000 | -6.1% | 82,184 | +1.2% | 0.93% | -6.2% |
| Q2 2021 | $2,669,000 | +4.3% | 81,176 | +0.8% | 0.99% | +11.8% |
| Q1 2021 | $2,559,000 | -2.9% | 80,537 | -6.3% | 0.89% | -14.1% |
| Q4 2020 | $2,635,000 | +14.1% | 85,962 | -0.4% | 1.03% | -1.2% |
| Q3 2020 | $2,309,000 | – | 86,301 | – | 1.05% | – |
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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% |