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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $307,000 | -85.9% | 11,048 | -85.0% | 0.01% | -84.4% |
| Q4 2021 | $2,185,000 | -11.0% | 73,753 | -8.4% | 0.06% | -36.6% |
| Q3 2021 | $2,455,000 | -7.3% | 80,549 | 0.0% | 0.10% | -8.2% |
| Q2 2021 | $2,648,000 | +21.2% | 80,549 | +17.2% | 0.11% | +17.0% |
| Q1 2021 | $2,184,000 | +28.0% | 68,716 | +23.4% | 0.09% | +20.5% |
| Q4 2020 | $1,706,000 | +14.5% | 55,674 | 0.0% | 0.08% | +2.6% |
| Q3 2020 | $1,490,000 | +9.9% | 55,674 | 0.0% | 0.08% | +7.0% |
| Q2 2020 | $1,356,000 | -15.3% | 55,674 | -28.1% | 0.07% | -26.8% |
| Q1 2020 | $1,601,000 | -23.8% | 77,418 | +0.9% | 0.10% | -4.0% |
| Q4 2019 | $2,100,000 | +8.9% | 76,746 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $1,928,000 | -9.1% | 76,746 | -5.1% | 0.10% | -11.5% |
| Q2 2019 | $2,121,000 | -9.9% | 80,831 | -10.7% | 0.11% | -10.3% |
| Q1 2019 | $2,355,000 | +18.3% | 90,539 | +7.0% | 0.13% | +5.9% |
| Q4 2018 | $1,991,000 | -9.4% | 84,598 | -1.0% | 0.12% | +3.5% |
| Q3 2018 | $2,197,000 | – | 85,445 | – | 0.12% | – |
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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% |