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 | $14,101 | -11.0% | 589 | -8.4% | 0.00% | 0.0% |
| Q2 2023 | $15,838 | -2.6% | 643 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $16,257 | +18.2% | 663 | +14.1% | 0.00% | 0.0% |
| Q4 2022 | $13,752 | -83.0% | 581 | -84.0% | 0.00% | -85.7% |
| Q3 2022 | $81,000 | -36.2% | 3,638 | -27.6% | 0.01% | -36.4% |
| Q2 2022 | $127,000 | -45.0% | 5,022 | -33.6% | 0.01% | -38.9% |
| Q3 2021 | $231,000 | -12.8% | 7,564 | -6.1% | 0.02% | -18.2% |
| Q2 2021 | $265,000 | +1.5% | 8,054 | -1.8% | 0.02% | -8.3% |
| Q1 2021 | $261,000 | -25.2% | 8,198 | -28.0% | 0.02% | -27.3% |
| Q4 2020 | $349,000 | -11.6% | 11,394 | -22.8% | 0.03% | -19.5% |
| Q3 2020 | $395,000 | -12.2% | 14,761 | -20.1% | 0.04% | -12.8% |
| Q2 2020 | $450,000 | -19.2% | 18,469 | -31.5% | 0.05% | -30.9% |
| Q1 2020 | $557,000 | -31.1% | 26,944 | -8.8% | 0.07% | 0.0% |
| Q4 2019 | $808,000 | -0.2% | 29,534 | -8.4% | 0.07% | -39.8% |
| Q3 2019 | $810,000 | +11.3% | 32,237 | +16.1% | 0.11% | +6.6% |
| Q2 2019 | $728,000 | -12.6% | 27,758 | -13.3% | 0.11% | -4.5% |
| Q1 2019 | $833,000 | -2.0% | 32,033 | -11.3% | 0.11% | -3.5% |
| Q4 2018 | $850,000 | -33.3% | 36,115 | -27.1% | 0.12% | -43.1% |
| Q3 2018 | $1,274,000 | -1.2% | 49,535 | -0.5% | 0.20% | -2.9% |
| Q2 2018 | $1,289,000 | -18.0% | 49,796 | -9.1% | 0.21% | -19.7% |
| Q1 2018 | $1,572,000 | -9.3% | 54,772 | -11.7% | 0.26% | -5.8% |
| Q4 2017 | $1,733,000 | +2.4% | 62,008 | -1.4% | 0.28% | -1.1% |
| Q3 2017 | $1,692,000 | +2.1% | 62,878 | -5.7% | 0.28% | +16.3% |
| Q2 2017 | $1,657,000 | +3.9% | 66,685 | +0.2% | 0.24% | +6.2% |
| Q1 2017 | $1,595,000 | +10.2% | 66,562 | -0.8% | 0.22% | +2.7% |
| Q4 2016 | $1,447,000 | +52.3% | 67,102 | +62.9% | 0.22% | +52.1% |
| Q3 2016 | $950,000 | +34.6% | 41,183 | +24.1% | 0.14% | +28.6% |
| Q2 2016 | $706,000 | -4.5% | 33,181 | -6.7% | 0.11% | -11.1% |
| Q1 2016 | $739,000 | +9.3% | 35,580 | +2.7% | 0.13% | +8.6% |
| Q4 2015 | $676,000 | -0.6% | 34,632 | +3.0% | 0.12% | -2.5% |
| Q3 2015 | $680,000 | -42.6% | 33,628 | -30.2% | 0.12% | -39.6% |
| Q2 2015 | $1,184,000 | +2.2% | 48,158 | +1.3% | 0.20% | +2.6% |
| Q1 2015 | $1,159,000 | +1.8% | 47,559 | -0.2% | 0.19% | +3.8% |
| Q4 2014 | $1,139,000 | +69.7% | 47,649 | +80.5% | 0.18% | +63.7% |
| Q3 2014 | $671,000 | -3.7% | 26,401 | -1.4% | 0.11% | -2.6% |
| Q2 2014 | $697,000 | +6.7% | 26,779 | -0.1% | 0.12% | +1.8% |
| Q1 2014 | $653,000 | +87.6% | 26,819 | +89.5% | 0.11% | +81.0% |
| Q4 2013 | $348,000 | +15.2% | 14,150 | +15.4% | 0.06% | +3.3% |
| Q3 2013 | $302,000 | +22.3% | 12,262 | +15.8% | 0.06% | +15.1% |
| Q2 2013 | $247,000 | – | 10,590 | – | 0.05% | – |
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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% |