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 | $687,586 | -3.0% | 28,721 | -0.2% | 0.03% | +4.0% |
| Q2 2023 | $709,003 | +2.5% | 28,786 | +2.1% | 0.02% | +8.7% |
| Q1 2023 | $691,469 | +3.5% | 28,200 | -0.1% | 0.02% | -4.2% |
| Q4 2022 | $668,017 | +1.2% | 28,222 | -4.3% | 0.02% | -4.0% |
| Q3 2022 | $660,000 | -12.5% | 29,486 | -0.7% | 0.02% | -3.8% |
| Q2 2022 | $754,000 | +8.3% | 29,699 | +18.5% | 0.03% | +23.8% |
| Q1 2022 | $696,000 | -22.1% | 25,070 | -17.0% | 0.02% | -16.0% |
| Q4 2021 | $894,000 | +14.5% | 30,192 | +17.8% | 0.02% | +8.7% |
| Q3 2021 | $781,000 | -8.0% | 25,637 | -0.8% | 0.02% | -8.0% |
| Q2 2021 | $849,000 | +3.0% | 25,831 | -0.4% | 0.02% | -3.8% |
| Q1 2021 | $824,000 | +8.0% | 25,934 | +4.2% | 0.03% | 0.0% |
| Q4 2020 | $763,000 | +15.3% | 24,885 | +0.5% | 0.03% | 0.0% |
| Q3 2020 | $662,000 | +6.8% | 24,749 | -2.8% | 0.03% | -3.7% |
| Q2 2020 | $620,000 | +196.7% | 25,470 | +152.3% | 0.03% | +125.0% |
| Q1 2020 | $209,000 | -66.0% | 10,097 | -55.0% | 0.01% | -53.8% |
| Q4 2019 | $614,000 | +17.2% | 22,447 | +7.6% | 0.03% | +4.0% |
| Q3 2019 | $524,000 | -9.8% | 20,852 | -5.8% | 0.02% | -16.7% |
| Q2 2019 | $581,000 | +20.5% | 22,133 | +19.6% | 0.03% | +11.1% |
| Q1 2019 | $482,000 | +9.8% | 18,512 | -0.8% | 0.03% | -15.6% |
| Q4 2018 | $439,000 | -12.4% | 18,652 | -4.2% | 0.03% | +10.3% |
| Q3 2018 | $501,000 | +8.4% | 19,476 | +9.2% | 0.03% | -6.5% |
| Q2 2018 | $462,000 | +12.4% | 17,842 | +24.6% | 0.03% | +3.3% |
| Q1 2018 | $411,000 | +18.1% | 14,323 | +15.0% | 0.03% | +11.1% |
| Q4 2017 | $348,000 | -13.9% | 12,454 | -17.1% | 0.03% | -18.2% |
| Q3 2017 | $404,000 | -9.8% | 15,031 | -16.6% | 0.03% | -21.4% |
| Q2 2017 | $448,000 | – | 18,029 | – | 0.04% | – |
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% |