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 | $2,037,462 | +94577.6% | 85,107 | -2.6% | 2.74% | -7.5% |
| Q2 2023 | $2,152 | -3.2% | 87,357 | -3.6% | 2.96% | -3.9% |
| Q1 2023 | $2,223 | +3.6% | 90,659 | 0.0% | 3.08% | -6.5% |
| Q4 2022 | $2,146 | -99.9% | 90,659 | +0.5% | 3.30% | -3.8% |
| Q3 2022 | $2,020,000 | -13.6% | 90,165 | -2.2% | 3.43% | -8.6% |
| Q2 2022 | $2,339,000 | -12.4% | 92,165 | -4.2% | 3.75% | -1.5% |
| Q1 2022 | $2,671,000 | -11.8% | 96,191 | -5.9% | 3.81% | -8.1% |
| Q4 2021 | $3,027,000 | – | 102,185 | – | 4.14% | – |
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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% |