SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,434 | -59.7% | 1,147 | -61.0% | 0.00% | -72.7% |
| Q3 2023 | $70,479 | +17.3% | 2,944 | +20.7% | 0.01% | +22.2% |
| Q2 2023 | $60,073 | +0.4% | 2,439 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $59,804 | +103010.3% | 2,439 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $58 | -99.9% | 2,439 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $55,000 | -11.3% | 2,439 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $62,000 | -8.8% | 2,439 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $68,000 | -5.6% | 2,439 | 0.0% | 0.01% | -23.1% |
| Q4 2021 | $72,000 | -11.1% | 2,439 | -8.7% | 0.01% | -13.3% |
| Q3 2021 | $81,000 | -33.6% | 2,671 | -30.4% | 0.02% | -28.6% |
| Q1 2021 | $122,000 | +3.4% | 3,840 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $118,000 | -52.6% | 3,840 | -58.7% | 0.02% | -56.2% |
| Q3 2020 | $249,000 | +10.2% | 9,293 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $226,000 | +17.7% | 9,293 | 0.0% | 0.05% | +6.8% |
| Q1 2020 | $192,000 | -45.5% | 9,293 | -27.8% | 0.04% | -32.3% |
| Q4 2019 | $352,000 | +7.6% | 12,879 | -1.1% | 0.06% | -1.5% |
| Q3 2019 | $327,000 | -11.6% | 13,022 | -7.7% | 0.07% | -10.8% |
| Q2 2019 | $370,000 | -4.4% | 14,107 | -5.3% | 0.07% | 0.0% |
| Q1 2019 | $387,000 | -12.2% | 14,890 | -20.6% | 0.07% | -23.7% |
| Q4 2018 | $441,000 | -20.0% | 18,762 | -12.5% | 0.10% | -14.2% |
| Q3 2018 | $551,000 | +3.2% | 21,436 | +3.9% | 0.11% | -1.7% |
| Q2 2018 | $534,000 | -95.8% | 20,637 | -95.3% | 0.12% | -95.9% |
| Q1 2018 | $12,602,000 | +2.1% | 439,117 | -0.7% | 2.82% | -0.2% |
| Q4 2017 | $12,347,000 | +2.6% | 442,106 | -1.2% | 2.83% | -0.7% |
| Q3 2017 | $12,038,000 | +9.7% | 447,531 | +1.3% | 2.85% | +3.2% |
| Q2 2017 | $10,976,000 | +5.3% | 441,897 | +1.6% | 2.76% | +88.3% |
| Q1 2017 | $10,424,000 | +14.0% | 435,081 | +2.5% | 1.47% | -38.7% |
| Q4 2016 | $9,143,000 | – | 424,310 | – | 2.40% | – |
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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% |