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 | $299,633 | -19.6% | 12,516 | -17.3% | 0.02% | -20.7% |
Q2 2023 | $372,800 | +0.4% | 15,136 | 0.0% | 0.03% | -6.5% |
Q1 2023 | $371,135 | +3.5% | 15,136 | -0.1% | 0.03% | -3.1% |
Q4 2022 | $358,648 | +118.7% | 15,152 | +106.9% | 0.03% | +88.2% |
Q3 2022 | $164,000 | +60.8% | 7,322 | +98.5% | 0.02% | +88.9% |
Q1 2022 | $102,000 | -6.4% | 3,688 | 0.0% | 0.01% | -10.0% |
Q4 2021 | $109,000 | -2.7% | 3,688 | 0.0% | 0.01% | -23.1% |
Q3 2021 | $112,000 | -7.4% | 3,688 | 0.0% | 0.01% | +8.3% |
Q2 2021 | $121,000 | +12.0% | 3,688 | +8.3% | 0.01% | +9.1% |
Q1 2021 | $108,000 | +0.9% | 3,405 | -2.2% | 0.01% | -8.3% |
Q4 2020 | $107,000 | -9.3% | 3,481 | -19.1% | 0.01% | -25.0% |
Q4 2019 | $118,000 | +9.3% | 4,304 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $108,000 | +4.9% | 4,304 | +9.1% | 0.02% | 0.0% |
Q2 2019 | $103,000 | -13.4% | 3,944 | -13.5% | 0.02% | -15.8% |
Q1 2019 | $119,000 | +5.3% | 4,559 | -5.2% | 0.02% | -5.0% |
Q4 2018 | $113,000 | – | 4,808 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |