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 | $798,040 | -3.5% | 33,335 | -0.7% | 0.79% | -0.5% |
| Q2 2023 | $827,026 | +0.1% | 33,578 | -0.3% | 0.80% | -10.8% |
| Q1 2023 | $826,103 | -6.1% | 33,691 | -9.3% | 0.89% | -20.6% |
| Q4 2022 | $879,459 | +19.2% | 37,155 | +12.7% | 1.12% | +11.6% |
| Q3 2022 | $738,000 | -61.7% | 32,959 | -56.6% | 1.00% | -60.0% |
| Q2 2022 | $1,926,000 | -9.2% | 75,896 | -0.6% | 2.51% | -6.3% |
| Q1 2022 | $2,121,000 | +95.8% | 76,385 | +108.9% | 2.68% | +158.9% |
| Q4 2021 | $1,083,000 | – | 36,572 | – | 1.04% | – |
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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% |