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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $200,000 | -12.7% | 7,209 | -6.8% | 0.01% | -11.1% |
| Q4 2021 | $229,000 | -5.4% | 7,737 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $242,000 | -15.4% | 7,737 | -10.9% | 0.01% | -23.1% |
| Q2 2021 | $286,000 | +8.3% | 8,686 | +4.6% | 0.01% | -7.1% |
| Q1 2021 | $264,000 | -1.9% | 8,304 | -5.3% | 0.01% | -6.7% |
| Q4 2020 | $269,000 | +14.5% | 8,767 | +0.0% | 0.02% | +7.1% |
| Q3 2020 | $235,000 | +9.3% | 8,766 | -0.7% | 0.01% | 0.0% |
| Q2 2020 | $215,000 | +4.9% | 8,827 | -10.7% | 0.01% | -6.7% |
| Q1 2020 | $205,000 | -58.8% | 9,885 | -45.6% | 0.02% | -48.3% |
| Q4 2019 | $497,000 | +11.9% | 18,167 | +2.7% | 0.03% | +3.6% |
| Q3 2019 | $444,000 | +23.7% | 17,683 | +29.3% | 0.03% | +27.3% |
| Q2 2019 | $359,000 | +0.8% | 13,673 | -0.2% | 0.02% | -4.3% |
| Q1 2019 | $356,000 | +26.2% | 13,706 | +14.3% | 0.02% | +15.0% |
| Q4 2018 | $282,000 | – | 11,989 | – | 0.02% | – |
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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% |