SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,044 | -98.7% | 1,798 | -98.7% | 0.03% | -98.9% |
| Q2 2023 | $3,305,297 | +4.2% | 134,198 | +3.7% | 2.78% | -0.2% |
| Q1 2023 | $3,172,667 | +3.6% | 129,391 | -0.0% | 2.78% | -4.3% |
| Q4 2022 | $3,063,000 | -21.6% | 129,419 | -25.8% | 2.91% | -31.8% |
| Q3 2022 | $3,908,000 | -7.9% | 174,465 | +4.4% | 4.26% | +0.3% |
| Q2 2022 | $4,242,000 | -3.5% | 167,149 | +5.6% | 4.25% | -4.1% |
| Q1 2022 | $4,397,000 | -0.7% | 158,351 | +5.9% | 4.43% | +4.1% |
| Q4 2021 | $4,428,000 | – | 149,504 | – | 4.26% | – |
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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% |