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 | $2,264,926 | -2.8% | 94,608 | 0.0% | 0.90% | -15.1% |
| Q2 2023 | $2,330,206 | +2.1% | 94,608 | +1.6% | 1.06% | -6.9% |
| Q1 2023 | $2,282,775 | +3.2% | 93,098 | -0.4% | 1.13% | -4.0% |
| Q4 2022 | $2,211,600 | +56.5% | 93,435 | +48.2% | 1.18% | +27.3% |
| Q3 2022 | $1,413,000 | -4.4% | 63,066 | +8.3% | 0.93% | -10.8% |
| Q2 2022 | $1,478,000 | -14.3% | 58,216 | -6.3% | 1.04% | -12.8% |
| Q1 2022 | $1,725,000 | +6.8% | 62,115 | +13.9% | 1.19% | -9.3% |
| Q4 2021 | $1,615,000 | – | 54,529 | – | 1.31% | – |
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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% |