Blue Trust, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$29
-59.2%
1,179
-59.4%
0.00%
-100.0%
Q2 2023$71
+91.9%
2,901
+87.2%
0.00%0.0%
Q1 2023$37
-17.8%
1,550
-23.6%
0.00%0.0%
Q4 2022$45
-99.9%
2,028
-30.4%
0.00%0.0%
Q3 2022$74,000
+825.0%
2,914
+944.4%
0.00%
Q2 2022$8,0002790.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 822,530$24,363,00014.99%
Holistic Financial Partners 510,600$15,124,0008.77%
Guardian Financial Partners, LLC 287,168$8,506,0008.12%
Heartwood Wealth Advisors LLC 1,553,111$46,003,0006.91%
Flower City Capital 239,068$7,084,000,0006.88%
Radnor Financial Advisors, LLC 623,355$18,464,0006.56%
Red Tortoise LLC 319,874$9,475,0006.55%
Jacobsen Capital Management 456,616$13,525,0006.40%
Hamilton Capital, LLC 2,587,966$76,656,0005.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 488,839$14,479,0005.95%
View complete list of SCHWAB STRATEGIC TR shareholders