SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $91 | +1.1% | 3,684 | +0.5% | 0.02% | -5.0% |
| Q1 2023 | $90 | +3.4% | 3,665 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $87 | -99.9% | 3,665 | +2.5% | 0.02% | -9.5% |
| Q3 2022 | $80,000 | -12.1% | 3,576 | -0.7% | 0.02% | -4.5% |
| Q2 2022 | $91,000 | -9.9% | 3,600 | -1.5% | 0.02% | 0.0% |
| Q1 2022 | $101,000 | -5.6% | 3,654 | +1.5% | 0.02% | -4.3% |
| Q4 2021 | $107,000 | +13.8% | 3,600 | +17.2% | 0.02% | +4.5% |
| Q3 2021 | $94,000 | +10.6% | 3,072 | -2.9% | 0.02% | -12.0% |
| Q2 2021 | $85,000 | -12.4% | 3,165 | +3.7% | 0.02% | +13.6% |
| Q1 2021 | $97,000 | -2.0% | 3,053 | -5.2% | 0.02% | -12.0% |
| Q4 2020 | $99,000 | +16.5% | 3,220 | +1.7% | 0.02% | 0.0% |
| Q3 2020 | $85,000 | +1.2% | 3,165 | -7.7% | 0.02% | -7.4% |
| Q2 2020 | $84,000 | -6.7% | 3,430 | -20.8% | 0.03% | -12.9% |
| Q1 2020 | $90,000 | -24.4% | 4,331 | -0.3% | 0.03% | -8.8% |
| Q4 2019 | $119,000 | +11.2% | 4,343 | +1.9% | 0.03% | +3.0% |
| Q3 2019 | $107,000 | -20.7% | 4,261 | -17.4% | 0.03% | -23.3% |
| Q2 2019 | $135,000 | +7.1% | 5,158 | +6.6% | 0.04% | +4.9% |
| Q1 2019 | $126,000 | -6.7% | 4,837 | -15.4% | 0.04% | -16.3% |
| Q4 2018 | $135,000 | -53.4% | 5,717 | -49.3% | 0.05% | -46.2% |
| Q3 2018 | $290,000 | +21.8% | 11,280 | +22.8% | 0.09% | +16.7% |
| Q2 2018 | $238,000 | -12.8% | 9,189 | -3.6% | 0.08% | -8.2% |
| Q1 2018 | $273,000 | +30.6% | 9,528 | +27.6% | 0.08% | +21.4% |
| Q4 2017 | $209,000 | +7.2% | 7,465 | +2.9% | 0.07% | +2.9% |
| Q3 2017 | $195,000 | +30.0% | 7,252 | +20.2% | 0.07% | +23.6% |
| Q2 2017 | $150,000 | +44.2% | 6,031 | +38.5% | 0.06% | +31.0% |
| Q1 2017 | $104,000 | -99.2% | 4,354 | +639.2% | 0.04% | +740.0% |
| Q4 2016 | $12,700,000 | +115354.5% | 589 | +19.7% | 0.01% | 0.0% |
| Q3 2016 | $11,000 | +22.2% | 492 | +10.3% | 0.01% | +25.0% |
| Q2 2016 | $9,000 | +200.0% | 446 | +262.6% | 0.00% | +300.0% |
| Q1 2016 | $3,000 | -25.0% | 123 | -42.5% | 0.00% | -50.0% |
| Q4 2015 | $4,000 | 0.0% | 214 | +2.4% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | -20.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | +150.0% | 209 | +117.7% | 0.00% | +100.0% |
| Q1 2015 | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 96 | +28.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | – | 75 | – | 0.00% | – |
Download | ||||||
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% |