SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $284,000 | -2.7% | 9,582 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $292,000 | -27.0% | 9,567 | -21.4% | 0.00% | -33.3% |
Q2 2021 | $400,000 | +3.4% | 12,172 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $387,000 | +4.3% | 12,172 | +0.6% | 0.01% | 0.0% |
Q4 2020 | $371,000 | +24.9% | 12,100 | +9.1% | 0.01% | 0.0% |
Q3 2020 | $297,000 | +10.0% | 11,090 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $270,000 | +17.9% | 11,090 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $229,000 | – | 11,090 | – | 0.01% | – |
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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% |