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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $201,000 | -17.6% | 7,254 | -12.0% | 0.01% | -60.0% |
| Q4 2021 | $244,000 | -4.3% | 8,240 | -1.5% | 0.02% | +92.3% |
| Q3 2021 | $255,000 | -12.4% | 8,364 | -5.5% | 0.01% | -7.1% |
| Q2 2021 | $291,000 | +9.8% | 8,851 | +6.0% | 0.01% | 0.0% |
| Q1 2021 | $265,000 | +3.5% | 8,353 | 0.0% | 0.01% | -75.4% |
| Q4 2020 | $256,000 | +26.1% | 8,353 | +10.1% | 0.06% | +338.5% |
| Q3 2020 | $203,000 | +10.3% | 7,586 | +0.5% | 0.01% | +8.3% |
| Q2 2020 | $184,000 | +17.9% | 7,552 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $156,000 | -24.6% | 7,552 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $207,000 | +11.9% | 7,552 | +2.7% | 0.01% | +8.3% |
| Q3 2019 | $185,000 | -1.1% | 7,354 | +3.4% | 0.01% | -7.7% |
| Q2 2019 | $187,000 | +1.1% | 7,109 | 0.0% | 0.01% | -13.3% |
| Q1 2019 | $185,000 | -48.3% | 7,109 | -46.6% | 0.02% | -61.5% |
| Q3 2017 | $358,000 | +8.2% | 13,311 | 0.0% | 0.04% | +21.9% |
| Q2 2017 | $331,000 | – | 13,311 | – | 0.03% | – |
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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% |