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 | $420,267 | +3.1% | 17,555 | +6.1% | 0.10% | +4.2% |
| Q2 2023 | $407,553 | -1.3% | 16,547 | -1.7% | 0.10% | -3.1% |
| Q1 2023 | $412,721 | +37.1% | 16,832 | +32.3% | 0.10% | +32.4% |
| Q4 2022 | $301,130 | -51.7% | 12,722 | -54.2% | 0.07% | -56.7% |
| Q3 2022 | $623,000 | -5.3% | 27,799 | +7.2% | 0.17% | -1.7% |
| Q2 2022 | $658,000 | -7.3% | 25,927 | +1.5% | 0.17% | +8.1% |
| Q1 2022 | $710,000 | -5.6% | 25,543 | +0.5% | 0.16% | +3.9% |
| Q4 2021 | $752,000 | +19.2% | 25,405 | +22.7% | 0.16% | +14.8% |
| Q3 2021 | $631,000 | -7.1% | 20,711 | +0.2% | 0.14% | -7.5% |
| Q2 2021 | $679,000 | +3.7% | 20,666 | +0.2% | 0.15% | +0.7% |
| Q1 2021 | $655,000 | +5.0% | 20,625 | +1.3% | 0.14% | -5.8% |
| Q4 2020 | $624,000 | +49.6% | 20,351 | +30.7% | 0.15% | +22.2% |
| Q3 2020 | $417,000 | +13.6% | 15,565 | +3.4% | 0.13% | -3.8% |
| Q2 2020 | $367,000 | +18.0% | 15,054 | +0.1% | 0.13% | -18.6% |
| Q1 2020 | $311,000 | – | 15,034 | – | 0.16% | – |
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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% |