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 | $236,522 | +14.6% | 9,880 | +17.9% | 0.01% | +25.0% |
| Q2 2023 | $206,369 | -0.9% | 8,379 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $208,242 | -16.7% | 8,493 | -29.7% | 0.00% | -55.6% |
| Q1 2020 | $250,000 | -68.4% | 12,086 | -58.2% | 0.01% | -65.4% |
| Q4 2019 | $791,000 | +13.2% | 28,901 | +4.0% | 0.03% | 0.0% |
| Q3 2019 | $699,000 | -14.5% | 27,799 | -10.8% | 0.03% | -18.8% |
| Q2 2019 | $818,000 | -2.0% | 31,164 | -3.0% | 0.03% | -8.6% |
| Q1 2019 | $835,000 | +11.5% | 32,123 | +1.0% | 0.04% | +2.9% |
| Q4 2018 | $749,000 | +89.1% | 31,813 | +106.4% | 0.03% | +161.5% |
| Q3 2018 | $396,000 | -20.5% | 15,410 | -19.8% | 0.01% | -27.8% |
| Q2 2018 | $498,000 | -9.8% | 19,222 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $552,000 | -48.8% | 19,222 | -50.2% | 0.02% | -39.4% |
| Q4 2017 | $1,078,000 | +213.4% | 38,583 | +201.9% | 0.03% | +135.7% |
| Q3 2017 | $344,000 | – | 12,779 | – | 0.01% | – |
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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% |