SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,079 | -4.0% | 1,340 | -1.3% | 0.03% | -3.2% |
| Q2 2023 | $33,422 | -82.2% | 1,357 | -82.2% | 0.03% | -82.8% |
| Q1 2023 | $187,286 | -13.3% | 7,638 | -16.3% | 0.18% | -15.5% |
| Q4 2022 | $216,109 | -6.0% | 9,130 | -10.9% | 0.21% | -18.1% |
| Q3 2022 | $230,000 | -11.2% | 10,249 | +0.5% | 0.26% | -6.8% |
| Q2 2022 | $259,000 | -8.2% | 10,196 | +0.3% | 0.28% | -0.4% |
| Q1 2022 | $282,000 | -8.7% | 10,170 | -2.4% | 0.28% | -5.7% |
| Q4 2021 | $309,000 | – | 10,423 | – | 0.30% | – |
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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% |