SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,882 | +6.6% | 29,026 | +9.7% | 0.00% | +50.0% |
| Q2 2023 | $651,857 | -10.1% | 26,466 | -10.5% | 0.00% | -33.3% |
| Q1 2023 | $724,958 | +3.6% | 29,566 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $699,827 | -19.8% | 29,566 | -24.2% | 0.00% | -25.0% |
| Q3 2022 | $873,000 | -28.8% | 38,991 | -19.3% | 0.00% | -20.0% |
| Q2 2022 | $1,226,000 | +4.3% | 48,339 | +14.2% | 0.01% | +25.0% |
| Q1 2022 | $1,175,000 | -2.7% | 42,339 | +3.9% | 0.00% | 0.0% |
| Q4 2021 | $1,207,000 | +45.1% | 40,755 | +49.2% | 0.00% | +33.3% |
| Q3 2021 | $832,000 | -4.1% | 27,321 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $868,000 | +2.2% | 26,421 | -1.2% | 0.00% | -25.0% |
| Q1 2021 | $849,000 | +3.8% | 26,741 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $818,000 | +14.7% | 26,705 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $713,000 | -8.8% | 26,676 | -17.0% | 0.00% | -20.0% |
| Q2 2020 | $782,000 | +79.4% | 32,151 | +52.3% | 0.01% | +66.7% |
| Q1 2020 | $436,000 | -24.4% | 21,110 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $577,000 | +8.9% | 21,110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $530,000 | -4.2% | 21,110 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $553,000 | +0.7% | 21,110 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $549,000 | +10.7% | 21,110 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $496,000 | – | 21,110 | +131837.5% | 0.00% | – |
| Q1 2017 | $0 | – | 16 | – | 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% |