SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,070 | +350.1% | 35,884 | +363.0% | 0.00% | – |
| Q2 2023 | $190,883 | -11.2% | 7,750 | -11.6% | 0.00% | – |
| Q1 2023 | $215,040 | +17.8% | 8,770 | +13.8% | 0.00% | – |
| Q4 2022 | $182,472 | +334.5% | 7,709 | +316.3% | 0.00% | – |
| Q3 2022 | $42,000 | +55.6% | 1,852 | +73.7% | 0.00% | – |
| Q2 2022 | $27,000 | -27.0% | 1,066 | -19.4% | 0.00% | – |
| Q1 2022 | $37,000 | -7.5% | 1,322 | 0.0% | 0.00% | – |
| Q4 2021 | $40,000 | 0.0% | 1,322 | 0.0% | 0.00% | – |
| Q3 2021 | $40,000 | -47.4% | 1,322 | -43.0% | 0.00% | – |
| Q2 2021 | $76,000 | +13.4% | 2,319 | +10.2% | 0.00% | – |
| Q1 2021 | $67,000 | +3.1% | 2,105 | +0.9% | 0.00% | – |
| Q4 2020 | $65,000 | +400.0% | 2,087 | +335.7% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 479 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | -33.3% | 479 | -43.8% | 0.00% | – |
| Q1 2020 | $18,000 | -47.1% | 852 | -31.6% | 0.00% | – |
| Q4 2019 | $34,000 | -10.5% | 1,245 | -18.0% | 0.00% | – |
| Q3 2019 | $38,000 | +18.8% | 1,518 | +22.2% | 0.00% | – |
| Q2 2019 | $32,000 | -78.5% | 1,242 | -78.4% | 0.00% | – |
| Q1 2019 | $149,000 | +28.4% | 5,745 | +15.8% | 0.00% | – |
| Q4 2018 | $116,000 | -9.4% | 4,962 | -0.4% | 0.00% | – |
| Q3 2018 | $128,000 | -9.2% | 4,981 | -8.5% | 0.00% | – |
| Q2 2018 | $141,000 | -30.9% | 5,445 | -23.6% | 0.00% | -100.0% |
| Q1 2018 | $204,000 | +13.3% | 7,131 | +10.3% | 0.00% | 0.0% |
| Q4 2017 | $180,000 | -69.9% | 6,464 | -70.9% | 0.00% | -50.0% |
| Q3 2017 | $599,000 | +8.3% | 22,237 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $553,000 | +325.4% | 22,237 | +308.4% | 0.00% | – |
| Q1 2017 | $130,000 | +4.8% | 5,445 | -5.0% | 0.00% | – |
| Q4 2016 | $124,000 | -6.1% | 5,732 | 0.0% | 0.00% | – |
| Q3 2016 | $132,000 | +407.7% | 5,732 | +377.7% | 0.00% | – |
| Q2 2016 | $26,000 | +4.0% | 1,200 | 0.0% | 0.00% | – |
| Q1 2016 | $25,000 | +4.2% | 1,200 | 0.0% | 0.00% | – |
| Q4 2015 | $24,000 | +200.0% | 1,200 | +200.0% | 0.00% | – |
| Q3 2015 | $8,000 | -20.0% | 400 | 0.0% | 0.00% | – |
| Q2 2015 | $10,000 | +100.0% | 400 | +100.0% | 0.00% | – |
| Q1 2015 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |