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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,897 | -3.4% | 29,715 | +1.0% | 0.21% | -23.4% |
| Q2 2023 | $723,170 | +4.4% | 29,433 | +4.3% | 0.28% | -2.1% |
| Q1 2023 | $692,580 | +45.5% | 28,211 | +55.4% | 0.28% | +42.7% |
| Q4 2022 | $475,921 | +18.7% | 18,154 | +2.9% | 0.20% | -37.8% |
| Q3 2022 | $401,000 | +0.8% | 17,650 | +12.4% | 0.32% | -2.1% |
| Q2 2022 | $398,000 | -0.3% | 15,705 | +3.5% | 0.33% | +22.5% |
| Q1 2022 | $399,000 | -40.9% | 15,179 | -32.4% | 0.27% | -39.2% |
| Q4 2021 | $675,000 | – | 22,465 | – | 0.44% | – |
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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% |