SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,186,265 | -17.3% | 49,552 | -14.9% | 0.00% | 0.0% |
| Q2 2023 | $1,434,122 | -1.4% | 58,227 | -1.9% | 0.00% | -33.3% |
| Q1 2023 | $1,454,971 | +14.6% | 59,338 | +10.7% | 0.00% | +50.0% |
| Q4 2022 | $1,269,212 | -26.9% | 53,621 | -22.8% | 0.00% | -33.3% |
| Q3 2022 | $1,736,000 | -4.0% | 69,455 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $1,809,000 | +16.5% | 71,257 | +27.4% | 0.00% | +50.0% |
| Q1 2022 | $1,553,000 | -5.9% | 55,937 | +0.3% | 0.00% | -33.3% |
| Q4 2021 | $1,651,000 | +12.0% | 55,760 | +15.3% | 0.00% | +50.0% |
| Q3 2021 | $1,474,000 | +0.5% | 48,355 | +8.4% | 0.00% | 0.0% |
| Q2 2021 | $1,467,000 | +76.1% | 44,592 | +69.9% | 0.00% | +100.0% |
| Q1 2021 | $833,000 | +1.0% | 26,240 | -2.6% | 0.00% | -50.0% |
| Q4 2020 | $825,000 | -79.2% | 26,933 | -81.8% | 0.00% | -77.8% |
| Q3 2020 | $3,966,000 | -5.1% | 148,228 | -13.7% | 0.01% | 0.0% |
| Q2 2020 | $4,180,000 | +19.6% | 171,683 | +1.7% | 0.01% | 0.0% |
| Q1 2020 | $3,494,000 | +178.4% | 168,896 | +268.1% | 0.01% | +200.0% |
| Q4 2019 | $1,255,000 | – | 45,880 | – | 0.00% | – |
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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% |