SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,697 | +33.8% | 32,903 | +37.6% | 0.00% | – |
| Q2 2023 | $588,884 | -7.9% | 23,909 | -8.3% | 0.00% | – |
| Q1 2023 | $639,581 | +38129.6% | 26,083 | -63.1% | 0.00% | – |
| Q4 2022 | $1,673 | -93.3% | 70,708 | +6162.9% | 0.00% | – |
| Q3 2022 | $25,000 | -21.9% | 1,129 | -10.5% | 0.00% | – |
| Q2 2022 | $32,000 | -98.4% | 1,262 | -98.3% | 0.00% | – |
| Q1 2022 | $2,044,000 | +1693.0% | 73,617 | +1814.1% | 0.00% | – |
| Q4 2021 | $114,000 | -4.2% | 3,846 | -1.4% | 0.00% | – |
| Q3 2021 | $119,000 | -5.6% | 3,899 | +2.0% | 0.00% | – |
| Q2 2021 | $126,000 | -8.7% | 3,824 | -11.7% | 0.00% | – |
| Q1 2021 | $138,000 | +19.0% | 4,329 | +14.5% | 0.00% | – |
| Q4 2020 | $116,000 | +3.6% | 3,780 | -11.0% | 0.00% | – |
| Q3 2020 | $112,000 | +83.6% | 4,247 | +68.3% | 0.00% | – |
| Q2 2020 | $61,000 | -4.7% | 2,524 | -18.4% | 0.00% | – |
| Q1 2020 | $64,000 | -81.1% | 3,095 | -75.0% | 0.00% | – |
| Q4 2019 | $339,000 | +222.9% | 12,388 | +196.1% | 0.00% | – |
| Q3 2019 | $105,000 | -58.5% | 4,184 | -56.5% | 0.00% | – |
| Q2 2019 | $253,000 | -2.3% | 9,627 | -3.3% | 0.00% | – |
| Q1 2019 | $259,000 | +26.3% | 9,958 | +14.1% | 0.00% | – |
| Q4 2018 | $205,000 | -32.3% | 8,728 | -26.0% | 0.00% | – |
| Q3 2018 | $303,000 | -17.0% | 11,797 | -16.5% | 0.00% | – |
| Q2 2018 | $365,000 | +29.9% | 14,129 | +44.5% | 0.00% | – |
| Q1 2018 | $281,000 | +1.8% | 9,778 | -1.0% | 0.00% | – |
| Q4 2017 | $276,000 | +4.9% | 9,878 | 0.0% | 0.00% | – |
| Q3 2017 | $263,000 | +6475.0% | 9,878 | +5126.5% | 0.00% | – |
| Q2 2016 | $4,000 | -99.7% | 189 | -99.6% | 0.00% | – |
| Q2 2015 | $1,167,000 | +9.2% | 47,461 | +8.1% | 0.00% | – |
| Q1 2015 | $1,069,000 | +30.4% | 43,901 | +27.9% | 0.00% | – |
| Q4 2014 | $820,000 | -15.9% | 34,321 | -10.6% | 0.00% | – |
| Q3 2014 | $975,000 | +0.4% | 38,397 | +2.9% | 0.00% | – |
| Q2 2014 | $971,000 | – | 37,298 | – | 0.00% | – |
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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% |