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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $215,018 | -0.5% | 9,084 | -6.0% | 0.01% | 0.0% |
| Q3 2022 | $216,000 | -7.7% | 9,662 | +14.4% | 0.01% | +14.3% |
| Q1 2022 | $234,000 | +9.9% | 8,443 | +17.3% | 0.01% | 0.0% |
| Q4 2021 | $213,000 | -4.9% | 7,199 | -2.2% | 0.01% | -12.5% |
| Q3 2021 | $224,000 | -28.7% | 7,360 | -23.0% | 0.01% | -27.3% |
| Q2 2021 | $314,000 | +5.4% | 9,563 | +2.0% | 0.01% | -15.4% |
| Q1 2021 | $298,000 | -32.6% | 9,378 | -34.9% | 0.01% | +30.0% |
| Q4 2020 | $442,000 | +110.5% | 14,398 | +88.1% | 0.01% | -23.1% |
| Q4 2019 | $210,000 | +1.0% | 7,655 | -7.6% | 0.01% | -13.3% |
| Q3 2019 | $208,000 | -10.3% | 8,285 | -6.1% | 0.02% | -21.1% |
| Q2 2019 | $232,000 | -51.5% | 8,824 | -52.1% | 0.02% | -5.0% |
| Q1 2019 | $478,000 | +5.3% | 18,410 | -4.5% | 0.02% | -20.0% |
| Q4 2018 | $454,000 | -15.6% | 19,268 | -8.1% | 0.02% | 0.0% |
| Q3 2018 | $538,000 | -77.5% | 20,956 | -77.3% | 0.02% | -89.2% |
| Q2 2018 | $2,386,000 | -4.8% | 92,140 | +5.5% | 0.23% | +0.9% |
| Q1 2018 | $2,507,000 | -26.5% | 87,343 | -28.4% | 0.23% | +46.8% |
| Q4 2017 | $3,410,000 | +20.8% | 122,016 | +16.4% | 0.16% | +15.6% |
| Q3 2017 | $2,822,000 | +86.4% | 104,842 | +66.0% | 0.14% | +70.9% |
| Q1 2017 | $1,514,000 | +102.4% | 63,142 | +81.8% | 0.08% | +83.7% |
| Q4 2016 | $748,000 | – | 34,738 | – | 0.04% | – |
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% |