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 | $3,920,740 | +2.9% | 163,774 | +5.9% | 0.48% | +6.7% |
| Q2 2023 | $3,809,709 | -0.2% | 154,678 | -0.7% | 0.45% | -5.5% |
| Q1 2023 | $3,817,884 | +9.8% | 155,705 | +0.3% | 0.48% | -5.0% |
| Q3 2022 | $3,476,000 | -8.1% | 155,190 | +1.1% | 0.50% | -0.6% |
| Q2 2022 | $3,783,000 | -4.4% | 153,520 | +1.7% | 0.50% | +3.9% |
| Q1 2022 | $3,958,000 | +13.2% | 150,901 | +27.9% | 0.49% | +21.8% |
| Q4 2021 | $3,496,000 | +9.7% | 118,013 | +12.8% | 0.40% | -7.0% |
| Q3 2021 | $3,188,000 | +6.1% | 104,586 | +7.0% | 0.43% | -2.5% |
| Q2 2021 | $3,005,000 | +5.2% | 97,773 | +8.8% | 0.44% | -4.8% |
| Q1 2021 | $2,856,000 | +0.1% | 89,867 | +5.1% | 0.46% | -5.9% |
| Q4 2020 | $2,853,000 | +38.2% | 85,468 | +10.8% | 0.49% | +17.7% |
| Q3 2020 | $2,064,000 | +24.6% | 77,126 | +13.3% | 0.42% | +4.0% |
| Q2 2020 | $1,657,000 | +11.7% | 68,075 | -5.1% | 0.40% | +15.2% |
| Q1 2020 | $1,483,000 | -40.2% | 71,696 | -21.0% | 0.35% | -31.4% |
| Q4 2019 | $2,482,000 | +20.7% | 90,701 | +10.9% | 0.51% | +9.7% |
| Q3 2019 | $2,056,000 | +11.1% | 81,816 | +16.0% | 0.46% | +7.7% |
| Q2 2019 | $1,850,000 | +8.8% | 70,515 | +7.9% | 0.43% | +6.2% |
| Q1 2019 | $1,700,000 | +26.1% | 65,359 | +14.0% | 0.40% | +23.5% |
| Q4 2018 | $1,348,000 | +10.6% | 57,314 | +20.8% | 0.33% | +10.8% |
| Q3 2018 | $1,219,000 | -6.4% | 47,445 | -5.7% | 0.30% | -12.7% |
| Q2 2018 | $1,302,000 | -2.3% | 50,308 | +8.3% | 0.34% | -6.6% |
| Q1 2018 | $1,332,000 | +23.6% | 46,437 | +20.3% | 0.36% | +25.7% |
| Q4 2017 | $1,078,000 | +28.0% | 38,609 | +23.3% | 0.29% | +22.6% |
| Q3 2017 | $842,000 | +22.9% | 31,322 | +13.5% | 0.24% | +22.4% |
| Q2 2017 | $685,000 | +25.0% | 27,603 | +20.7% | 0.19% | +17.1% |
| Q1 2017 | $548,000 | +50.5% | 22,874 | +35.2% | 0.16% | +35.5% |
| Q4 2016 | $364,000 | +34.8% | 16,921 | +44.5% | 0.12% | +31.5% |
| Q3 2016 | $270,000 | +13.9% | 11,711 | +4.8% | 0.09% | 0.0% |
| Q2 2016 | $237,000 | – | 11,178 | – | 0.09% | – |
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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% |