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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,020 | +6.4% | 82,400 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $1,898 | -99.9% | 80,200 | +14.6% | 0.00% | +50.0% |
| Q3 2022 | $1,568,000 | +119.0% | 70,000 | +148.2% | 0.00% | +100.0% |
| Q2 2022 | $716,000 | -72.8% | 28,200 | -68.3% | 0.00% | -66.7% |
| Q4 2021 | $2,636,000 | +137.5% | 89,000 | +145.9% | 0.00% | +200.0% |
| Q4 2020 | $1,110,000 | -39.4% | 36,200 | -47.2% | 0.00% | -50.0% |
| Q3 2020 | $1,833,000 | +178.1% | 68,500 | +172.9% | 0.00% | +100.0% |
| Q2 2019 | $659,000 | -58.2% | 25,100 | -62.5% | 0.00% | -50.0% |
| Q4 2018 | $1,575,000 | +121.8% | 66,955 | +142.6% | 0.00% | +100.0% |
| Q3 2018 | $710,000 | +22.4% | 27,600 | +23.2% | 0.00% | – |
| Q2 2018 | $580,000 | -15.3% | 22,400 | -8.6% | 0.00% | -100.0% |
| Q4 2017 | $685,000 | – | 24,500 | – | 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% |