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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -8.4% | 8,620 | -0.0% | 0.04% | +10.3% |
| Q1 2022 | $239,000 | -6.3% | 8,623 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $255,000 | -37.3% | 8,623 | -35.5% | 0.04% | -26.4% |
| Q3 2021 | $407,000 | +86.7% | 13,360 | +101.8% | 0.05% | +51.4% |
| Q2 2021 | $218,000 | -20.4% | 6,620 | -23.2% | 0.04% | -28.6% |
| Q1 2021 | $274,000 | +3.8% | 8,622 | -0.0% | 0.05% | -2.0% |
| Q4 2020 | $264,000 | +14.3% | 8,623 | 0.0% | 0.05% | +4.2% |
| Q3 2020 | $231,000 | +3.6% | 8,623 | -6.0% | 0.05% | 0.0% |
| Q2 2020 | $223,000 | +17.4% | 9,173 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $190,000 | -25.2% | 9,173 | -1.1% | 0.05% | -12.7% |
| Q4 2019 | $254,000 | +9.0% | 9,277 | 0.0% | 0.06% | +3.8% |
| Q3 2019 | $233,000 | -4.1% | 9,277 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $243,000 | +0.8% | 9,277 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $241,000 | – | 9,277 | – | 0.05% | – |
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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% |