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 | $327,410 | +49.2% | 13,676 | +53.5% | 0.00% | – |
| Q2 2023 | $219,410 | -3.6% | 8,908 | -4.0% | 0.00% | – |
| Q1 2023 | $227,490 | +2.9% | 9,276 | -0.7% | 0.00% | – |
| Q4 2022 | $221,170 | -6.3% | 9,344 | -3.2% | 0.00% | -100.0% |
| Q2 2022 | $236,000 | +1585.7% | 9,650 | +1710.5% | 0.00% | – |
| Q1 2019 | $14,000 | -95.3% | 533 | -95.4% | 0.00% | -100.0% |
| Q2 2018 | $300,000 | +57.1% | 11,561 | +73.5% | 0.00% | 0.0% |
| Q1 2018 | $191,000 | -9.9% | 6,662 | -12.4% | 0.00% | 0.0% |
| Q4 2017 | $212,000 | +35.9% | 7,602 | +30.9% | 0.00% | 0.0% |
| Q3 2017 | $156,000 | +8.3% | 5,808 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $144,000 | -22.2% | 5,808 | -24.6% | 0.00% | 0.0% |
| Q1 2017 | $185,000 | +48.0% | 7,699 | +32.6% | 0.00% | 0.0% |
| Q4 2016 | $125,000 | +3025.0% | 5,808 | +3507.5% | 0.00% | – |
| Q3 2016 | $4,000 | +300.0% | 161 | +242.6% | 0.00% | – |
| Q1 2016 | $1,000 | – | 47 | +4600.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | – | 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% |