SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,743 | -29.8% | 20,457 | -27.8% | 0.12% | -37.2% |
| Q2 2023 | $697,967 | -0.7% | 28,338 | -1.1% | 0.19% | -18.0% |
| Q1 2023 | $702,792 | +19.8% | 28,661 | +15.7% | 0.23% | +5.0% |
| Q4 2022 | $586,613 | +52.0% | 24,782 | +43.6% | 0.22% | +54.2% |
| Q3 2022 | $386,000 | +45.7% | 17,253 | +65.0% | 0.14% | +54.8% |
| Q2 2022 | $265,000 | -22.1% | 10,455 | -14.5% | 0.09% | -7.0% |
| Q1 2022 | $340,000 | -9.3% | 12,226 | -3.5% | 0.10% | -7.4% |
| Q4 2021 | $375,000 | – | 12,664 | – | 0.11% | – |
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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% |