SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $25,000 | -46.8% | 938 | -51.4% | 0.01% | -52.9% |
| Q2 2020 | $47,000 | -28.8% | 1,930 | -39.8% | 0.02% | -45.2% |
| Q1 2020 | $66,000 | -43.6% | 3,208 | -25.2% | 0.03% | -34.0% |
| Q4 2019 | $117,000 | -4.9% | 4,291 | -12.4% | 0.05% | -19.0% |
| Q3 2019 | $123,000 | -74.8% | 4,898 | -73.7% | 0.06% | -74.3% |
| Q2 2019 | $489,000 | +0.4% | 18,641 | -0.4% | 0.23% | 0.0% |
| Q1 2019 | $487,000 | -14.6% | 18,715 | -22.7% | 0.23% | -19.6% |
| Q4 2018 | $570,000 | +26.7% | 24,222 | +38.3% | 0.28% | +18.6% |
| Q3 2018 | $450,000 | +394.5% | 17,518 | +399.2% | 0.24% | +404.3% |
| Q2 2018 | $91,000 | -5.2% | 3,509 | +5.1% | 0.05% | -7.8% |
| Q1 2018 | $96,000 | +17.1% | 3,339 | +14.0% | 0.05% | +24.4% |
| Q4 2017 | $82,000 | +15.5% | 2,928 | +10.4% | 0.04% | +10.8% |
| Q3 2017 | $71,000 | +39.2% | 2,651 | +27.9% | 0.04% | +42.3% |
| Q2 2017 | $51,000 | -100.0% | 2,072 | -99.6% | 0.03% | -99.8% |
| Q2 2015 | $12,172,000,000 | +2.2% | 495,180 | +1.3% | 17.09% | +55.8% |
| Q1 2015 | $11,906,000,000 | – | 488,740 | – | 10.97% | – |
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% |