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 | $6,157,307 | +9.0% | 257,197 | +12.2% | 4.31% | +10.1% |
| Q2 2023 | $5,648,409 | +12.5% | 229,330 | +12.0% | 3.92% | -8.6% |
| Q1 2023 | $5,020,740 | +165.5% | 204,761 | +156.3% | 4.28% | +165.5% |
| Q4 2022 | $1,891,132 | +65.7% | 79,896 | +56.9% | 1.61% | +26.8% |
| Q3 2022 | $1,141,000 | +19.7% | 50,935 | +35.6% | 1.27% | +24.0% |
| Q2 2022 | $953,000 | -77.0% | 37,568 | -74.9% | 1.03% | -65.5% |
| Q1 2022 | $4,149,000 | -7.1% | 149,409 | -0.9% | 2.97% | +2.8% |
| Q4 2021 | $4,465,000 | – | 150,757 | – | 2.89% | – |
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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% |