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 | $245,712 | -0.4% | 10,264 | +2.5% | 0.02% | +5.6% |
| Q2 2023 | $246,592 | -3.9% | 10,012 | -4.3% | 0.02% | -10.0% |
| Q1 2023 | $256,559 | +1.8% | 10,463 | -1.7% | 0.02% | -4.8% |
| Q4 2022 | $252,003 | -2.7% | 10,647 | -7.8% | 0.02% | -4.5% |
| Q3 2022 | $259,000 | -13.4% | 11,543 | -1.9% | 0.02% | -8.3% |
| Q2 2022 | $299,000 | -7.4% | 11,763 | +1.2% | 0.02% | +4.3% |
| Q1 2022 | $323,000 | -5.3% | 11,626 | +0.9% | 0.02% | -4.2% |
| Q4 2021 | $341,000 | -0.6% | 11,525 | +2.4% | 0.02% | -4.0% |
| Q3 2021 | $343,000 | -8.0% | 11,259 | -0.8% | 0.02% | -10.7% |
| Q2 2021 | $373,000 | +2.8% | 11,349 | -0.8% | 0.03% | -3.4% |
| Q1 2021 | $363,000 | +4.6% | 11,435 | +1.1% | 0.03% | -3.3% |
| Q4 2020 | $347,000 | +25.7% | 11,307 | -0.1% | 0.03% | +3.4% |
| Q2 2020 | $276,000 | -1.4% | 11,320 | -16.3% | 0.03% | -19.4% |
| Q1 2020 | $280,000 | -19.1% | 13,528 | +7.0% | 0.04% | 0.0% |
| Q4 2019 | $346,000 | +8.5% | 12,642 | -0.3% | 0.04% | 0.0% |
| Q3 2019 | $319,000 | -2.4% | 12,684 | +1.7% | 0.04% | -5.3% |
| Q2 2019 | $327,000 | +3.8% | 12,477 | +3.1% | 0.04% | -2.6% |
| Q1 2019 | $315,000 | +23.5% | 12,099 | +11.6% | 0.04% | +11.4% |
| Q4 2018 | $255,000 | -1.2% | 10,843 | +7.9% | 0.04% | +9.4% |
| Q3 2018 | $258,000 | -1.1% | 10,048 | -0.3% | 0.03% | -8.6% |
| Q2 2018 | $261,000 | +4.0% | 10,077 | +15.3% | 0.04% | +2.9% |
| Q1 2018 | $251,000 | +17.3% | 8,740 | +13.9% | 0.03% | +17.2% |
| Q4 2017 | $214,000 | +5.4% | 7,672 | +1.9% | 0.03% | 0.0% |
| Q3 2017 | $203,000 | – | 7,529 | – | 0.03% | – |
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% |