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 | $974,238 | +5616.7% | 40,695 | +5552.1% | 0.08% | +4100.0% |
| Q4 2022 | $17,042 | +6.5% | 720 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -38.5% | 720 | -28.6% | 0.00% | -50.0% |
| Q2 2022 | $26,000 | -7.1% | 1,009 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 1,009 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $30,000 | -3.2% | 1,009 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $31,000 | -6.1% | 1,009 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +230.0% | 1,009 | +237.5% | 0.00% | +300.0% |
| Q1 2021 | $10,000 | +11.1% | 299 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 294 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 289 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -72.0% | 289 | -76.4% | 0.00% | -80.0% |
| Q1 2020 | $25,000 | – | 1,224 | – | 0.01% | – |
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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% |