SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,213 | +1.0% | 618 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $15,067 | +34.7% | 614 | +30.1% | 0.01% | +12.5% |
| Q4 2022 | $11,184 | +11.8% | 472 | +2.4% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -16.7% | 461 | -0.2% | 0.01% | -11.1% |
| Q2 2022 | $12,000 | -83.6% | 462 | -82.4% | 0.01% | -80.4% |
| Q1 2022 | $73,000 | – | 2,631 | – | 0.05% | – |
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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% |