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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,344,512 | +0.1% | 1,016,897 | +3.0% | 0.55% | +2.6% |
| Q2 2023 | $24,319,125 | +1.2% | 987,378 | +0.8% | 0.54% | -6.6% |
| Q1 2023 | $24,021,687 | +10.0% | 979,677 | +14.7% | 0.58% | -3.5% |
| Q4 2022 | $21,829,115 | +16.4% | 854,368 | +2.0% | 0.60% | -16.4% |
| Q3 2022 | $18,761,000 | -10.3% | 837,545 | +1.6% | 0.72% | +0.1% |
| Q2 2022 | $20,924,000 | -22.6% | 824,429 | -15.3% | 0.71% | -32.7% |
| Q1 2022 | $27,044,000 | +43.0% | 973,857 | +52.5% | 1.06% | +38.0% |
| Q4 2021 | $18,913,000 | +28.7% | 638,521 | +32.5% | 0.77% | +13.6% |
| Q3 2021 | $14,693,000 | +4.0% | 482,054 | +12.2% | 0.68% | +4.0% |
| Q2 2021 | $14,127,000 | +12.5% | 429,653 | +8.7% | 0.65% | -2.0% |
| Q1 2021 | $12,559,000 | +23.2% | 395,186 | +18.8% | 0.66% | -9.3% |
| Q4 2020 | $10,192,000 | +22.4% | 332,529 | +6.9% | 0.73% | +1.0% |
| Q3 2020 | $8,326,000 | +20.6% | 311,136 | +9.7% | 0.72% | +10.7% |
| Q2 2020 | $6,905,000 | +51.2% | 283,573 | +28.5% | 0.66% | +37.9% |
| Q1 2020 | $4,567,000 | -13.2% | 220,735 | +14.8% | 0.48% | +7.5% |
| Q4 2019 | $5,264,000 | +42.6% | 192,327 | +30.9% | 0.44% | +28.1% |
| Q3 2019 | $3,692,000 | +23.6% | 146,916 | +29.1% | 0.34% | +17.3% |
| Q2 2019 | $2,987,000 | +28.7% | 113,834 | +27.6% | 0.29% | +21.0% |
| Q1 2019 | $2,321,000 | +34.3% | 89,235 | +21.5% | 0.24% | +18.0% |
| Q4 2018 | $1,728,000 | +71.8% | 73,438 | +87.8% | 0.21% | +100.0% |
| Q3 2018 | $1,006,000 | +49.0% | 39,110 | +50.1% | 0.10% | +39.2% |
| Q2 2018 | $675,000 | +171.1% | 26,060 | +200.0% | 0.07% | +124.2% |
| Q1 2018 | $249,000 | +21.5% | 8,688 | +18.3% | 0.03% | +6.5% |
| Q4 2017 | $205,000 | -7.2% | 7,341 | -10.6% | 0.03% | -8.8% |
| Q3 2017 | $221,000 | – | 8,212 | – | 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% |