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 | $414,042 | -1.7% | 17,295 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $421,050 | +0.4% | 17,095 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $419,169 | +5.1% | 17,095 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $398,721 | +1.7% | 16,845 | -3.8% | 0.01% | 0.0% |
| Q3 2022 | $392,000 | -8.4% | 17,518 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $428,000 | -8.0% | 16,845 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $465,000 | -6.2% | 16,762 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $496,000 | -4.6% | 16,752 | -1.8% | 0.01% | -16.7% |
| Q3 2021 | $520,000 | -7.6% | 17,052 | -0.5% | 0.01% | -14.3% |
| Q2 2021 | $563,000 | +3.3% | 17,137 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $545,000 | +3.6% | 17,137 | -0.1% | 0.01% | -12.5% |
| Q4 2020 | $526,000 | +14.3% | 17,159 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $460,000 | +12.5% | 17,179 | +2.2% | 0.01% | 0.0% |
| Q2 2020 | $409,000 | +38.2% | 16,806 | +17.5% | 0.01% | +33.3% |
| Q1 2020 | $296,000 | -12.2% | 14,306 | +16.2% | 0.01% | +20.0% |
| Q4 2019 | $337,000 | +9.1% | 12,314 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $309,000 | -4.3% | 12,314 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $323,000 | +8.8% | 12,314 | +7.9% | 0.01% | +20.0% |
| Q1 2019 | $297,000 | +11.2% | 11,414 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $267,000 | -8.6% | 11,360 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $292,000 | +3.5% | 11,360 | +4.1% | 0.01% | -16.7% |
| Q2 2018 | $282,000 | -9.9% | 10,910 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $313,000 | +9.8% | 10,910 | +6.9% | 0.01% | 0.0% |
| Q4 2017 | $285,000 | +10.5% | 10,210 | +6.2% | 0.01% | +20.0% |
| Q3 2017 | $258,000 | +8.4% | 9,610 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $238,000 | +60.8% | 9,610 | +55.0% | 0.01% | +25.0% |
| Q1 2017 | $148,000 | +21.3% | 6,200 | +8.8% | 0.00% | +33.3% |
| Q4 2016 | $122,000 | +35.6% | 5,700 | +45.4% | 0.00% | +50.0% |
| Q3 2016 | $90,000 | -44.4% | 3,920 | -38.6% | 0.00% | -60.0% |
| Q3 2014 | $162,000 | -2.4% | 6,382 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $166,000 | +7.1% | 6,382 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $155,000 | +6.2% | 6,382 | +7.4% | 0.01% | +20.0% |
| Q4 2013 | $146,000 | – | 5,943 | – | 0.01% | – |
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% |