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 | $326,662 | -4.1% | 13,645 | -1.3% | 0.36% | +1.7% |
| Q2 2023 | $340,584 | -0.9% | 13,828 | -1.4% | 0.35% | -6.1% |
| Q1 2023 | $343,795 | -11.5% | 14,021 | -14.6% | 0.38% | +26.6% |
| Q4 2022 | $388,448 | -2.6% | 16,411 | -7.9% | 0.30% | -8.0% |
| Q3 2022 | $399,000 | -30.4% | 17,819 | -21.1% | 0.32% | -28.5% |
| Q2 2022 | $573,000 | -3.4% | 22,594 | +5.8% | 0.45% | +11.3% |
| Q1 2022 | $593,000 | +20.8% | 21,363 | +28.8% | 0.41% | +37.2% |
| Q4 2021 | $491,000 | -3.5% | 16,590 | -0.7% | 0.30% | -14.0% |
| Q3 2021 | $509,000 | -7.3% | 16,700 | -0.0% | 0.34% | -12.5% |
| Q2 2021 | $549,000 | – | 16,707 | – | 0.39% | – |
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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% |