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 | $2,657 | -2.8% | 111 | 0.0% | 0.00% | – |
| Q2 2023 | $2,734 | +0.4% | 111 | 0.0% | 0.00% | – |
| Q1 2023 | $2,722 | +3.6% | 111 | 0.0% | 0.00% | – |
| Q4 2022 | $2,627 | -12.4% | 111 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 111 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -86.7% | 111 | -91.0% | 0.00% | -100.0% |
| Q2 2020 | $30,000 | +15.4% | 1,238 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,238 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +9.7% | 1,238 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | – | 1,238 | +123700.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q2 2014 | $41,000 | +5.1% | 1,588 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $39,000 | 0.0% | 1,588 | 0.0% | 0.01% | -11.1% |
| Q4 2013 | $39,000 | 0.0% | 1,588 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $39,000 | – | 1,588 | – | 0.01% | – |
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% |