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 | $144,789 | +29.7% | 6,048 | +33.5% | 0.00% | – |
| Q2 2023 | $111,623 | -80.0% | 4,532 | -80.1% | 0.00% | – |
| Q1 2023 | $557,192 | +250.7% | 22,724 | +238.5% | 0.00% | – |
| Q4 2022 | $158,896 | +37.0% | 6,713 | +30.1% | 0.00% | – |
| Q3 2022 | $116,000 | +24.7% | 5,161 | +40.4% | 0.00% | – |
| Q2 2022 | $93,000 | -8.8% | 3,675 | -0.7% | 0.00% | – |
| Q1 2022 | $102,000 | -4.7% | 3,701 | +1.7% | 0.00% | – |
| Q4 2021 | $107,000 | -21.9% | 3,639 | -18.6% | 0.00% | – |
| Q3 2021 | $137,000 | +15.1% | 4,473 | +24.7% | 0.00% | – |
| Q2 2021 | $119,000 | +4.4% | 3,588 | 0.0% | 0.00% | – |
| Q1 2021 | $114,000 | +3.6% | 3,588 | 0.0% | 0.00% | – |
| Q4 2020 | $110,000 | -1.8% | 3,588 | -14.6% | 0.00% | – |
| Q3 2020 | $112,000 | -17.6% | 4,203 | -24.5% | 0.00% | – |
| Q2 2020 | $136,000 | +83.8% | 5,570 | +55.3% | 0.00% | – |
| Q1 2020 | $74,000 | -29.5% | 3,586 | -6.6% | 0.00% | – |
| Q4 2019 | $105,000 | +11.7% | 3,840 | +2.6% | 0.00% | – |
| Q3 2019 | $94,000 | +32.4% | 3,742 | +39.0% | 0.00% | – |
| Q2 2019 | $71,000 | +14.5% | 2,692 | +12.5% | 0.00% | – |
| Q1 2019 | $62,000 | -13.9% | 2,393 | -21.8% | 0.00% | – |
| Q4 2018 | $72,000 | +63.6% | 3,060 | +78.5% | 0.00% | – |
| Q3 2018 | $44,000 | -55.6% | 1,714 | -55.4% | 0.00% | – |
| Q2 2018 | $99,000 | -38.9% | 3,844 | -31.6% | 0.00% | – |
| Q1 2018 | $162,000 | +68.8% | 5,617 | +62.4% | 0.00% | – |
| Q4 2017 | $96,000 | +4.3% | 3,458 | 0.0% | 0.00% | – |
| Q3 2017 | $92,000 | -30.3% | 3,458 | -35.1% | 0.00% | – |
| Q2 2017 | $132,000 | +57.1% | 5,327 | +53.0% | 0.00% | – |
| Q1 2017 | $84,000 | +95.3% | 3,481 | +73.6% | 0.00% | – |
| Q4 2016 | $43,000 | -8.5% | 2,005 | 0.0% | 0.00% | – |
| Q3 2016 | $47,000 | +9.3% | 2,005 | 0.0% | 0.00% | – |
| Q2 2016 | $43,000 | 0.0% | 2,005 | 0.0% | 0.00% | – |
| Q1 2016 | $43,000 | +10.3% | 2,005 | -1.3% | 0.00% | – |
| Q4 2015 | $39,000 | +550.0% | 2,031 | +712.4% | 0.00% | – |
| Q2 2015 | $6,000 | -87.2% | 250 | -87.2% | 0.00% | – |
| Q1 2015 | $47,000 | +74.1% | 1,947 | +73.7% | 0.00% | – |
| Q4 2014 | $27,000 | – | 1,121 | – | 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% |