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 | $326,858 | -9.3% | 13,699 | -5.8% | 0.07% | -9.0% |
| Q2 2023 | $360,233 | +8.2% | 14,549 | +7.2% | 0.08% | +6.8% |
| Q1 2023 | $332,834 | +5.3% | 13,574 | +1.6% | 0.07% | +2.8% |
| Q4 2022 | $316,208 | +8.7% | 13,359 | +2.9% | 0.07% | +1.4% |
| Q3 2022 | $291,000 | -13.6% | 12,984 | -2.1% | 0.07% | -6.7% |
| Q2 2022 | $337,000 | -14.5% | 13,259 | -6.5% | 0.08% | 0.0% |
| Q1 2022 | $394,000 | -38.1% | 14,184 | -34.0% | 0.08% | -33.6% |
| Q4 2021 | $637,000 | -20.3% | 21,489 | -18.0% | 0.11% | -25.7% |
| Q3 2021 | $799,000 | -12.8% | 26,219 | -5.9% | 0.15% | -12.6% |
| Q2 2021 | $916,000 | +5.2% | 27,869 | +1.6% | 0.17% | -2.2% |
| Q1 2021 | $871,000 | +27.9% | 27,424 | +23.5% | 0.18% | +22.8% |
| Q4 2020 | $681,000 | +32.0% | 22,214 | +15.1% | 0.14% | -2.7% |
| Q3 2020 | $516,000 | +24.6% | 19,294 | +13.4% | 0.15% | +14.6% |
| Q2 2020 | $414,000 | +14.4% | 17,014 | -2.9% | 0.13% | -4.4% |
| Q1 2020 | $362,000 | +11.0% | 17,514 | +46.9% | 0.14% | +44.7% |
| Q4 2019 | $326,000 | +11.6% | 11,920 | +2.5% | 0.09% | +5.6% |
| Q3 2019 | $292,000 | -4.3% | 11,630 | 0.0% | 0.09% | +3.5% |
| Q2 2019 | $305,000 | +1.3% | 11,630 | +0.5% | 0.09% | +2.4% |
| Q1 2019 | $301,000 | – | 11,575 | – | 0.08% | – |
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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% |