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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,441,661 | -15.6% | 60,220 | -13.2% | 0.02% | -16.0% |
| Q2 2023 | $1,708,602 | -7.8% | 69,371 | -8.2% | 0.02% | -13.8% |
| Q1 2023 | $1,852,375 | -14.6% | 75,545 | -17.6% | 0.03% | -19.4% |
| Q4 2022 | $2,169,524 | +4.1% | 91,657 | -1.5% | 0.04% | -7.7% |
| Q3 2022 | $2,084,000 | -35.2% | 93,047 | -26.5% | 0.04% | -36.1% |
| Q2 2022 | $3,215,000 | -12.3% | 126,664 | -4.0% | 0.06% | -1.6% |
| Q1 2022 | $3,665,000 | -4.9% | 131,978 | +1.5% | 0.06% | 0.0% |
| Q4 2021 | $3,852,000 | +33.5% | 130,032 | +37.4% | 0.06% | +10.7% |
| Q3 2021 | $2,885,000 | -10.0% | 94,649 | -2.9% | 0.06% | -12.5% |
| Q2 2021 | $3,205,000 | +269.7% | 97,485 | +257.2% | 0.06% | +236.8% |
| Q1 2021 | $867,000 | +10.3% | 27,292 | +6.4% | 0.02% | -5.0% |
| Q4 2020 | $786,000 | – | 25,657 | – | 0.02% | – |
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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% |