SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,590 | -2.8% | 2,698 | 0.0% | 0.00% | – |
| Q2 2023 | $66,452 | +0.4% | 2,698 | 0.0% | 0.00% | – |
| Q1 2023 | $66,155 | +3.6% | 2,698 | 0.0% | 0.00% | – |
| Q4 2022 | $63,862 | +6.4% | 2,698 | 0.0% | 0.00% | – |
| Q3 2022 | $60,000 | -11.8% | 2,698 | 0.0% | 0.00% | – |
| Q2 2022 | $68,000 | -9.3% | 2,698 | 0.0% | 0.00% | – |
| Q1 2022 | $75,000 | -6.2% | 2,698 | 0.0% | 0.00% | – |
| Q4 2021 | $80,000 | -2.4% | 2,698 | 0.0% | 0.00% | – |
| Q3 2021 | $82,000 | -7.9% | 2,698 | 0.0% | 0.00% | – |
| Q2 2021 | $89,000 | -45.1% | 2,698 | -46.9% | 0.00% | – |
| Q1 2021 | $162,000 | +57.3% | 5,084 | +31.7% | 0.00% | – |
| Q3 2020 | $103,000 | +56.1% | 3,859 | +52.8% | 0.00% | – |
| Q2 2019 | $66,000 | -85.5% | 2,525 | -85.6% | 0.00% | – |
| Q1 2019 | $455,000 | +1097.4% | 17,500 | +1097.0% | 0.00% | – |
| Q3 2018 | $38,000 | +81.0% | 1,462 | +84.4% | 0.00% | – |
| Q2 2018 | $21,000 | – | 793 | – | 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% |