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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $269,000 | -11.5% | 10,580 | -3.3% | 0.02% | 0.0% |
| Q1 2022 | $304,000 | -11.4% | 10,946 | -5.5% | 0.02% | -9.5% |
| Q4 2021 | $343,000 | +37.2% | 11,588 | +47.0% | 0.02% | 0.0% |
| Q1 2021 | $250,000 | -9.4% | 7,881 | -12.4% | 0.02% | -19.2% |
| Q4 2020 | $276,000 | +14.0% | 8,996 | -0.5% | 0.03% | +44.4% |
| Q3 2020 | $242,000 | +3.4% | 9,041 | -5.7% | 0.02% | -43.8% |
| Q2 2020 | $234,000 | +14.7% | 9,591 | -2.9% | 0.03% | -3.0% |
| Q1 2020 | $204,000 | -23.9% | 9,878 | +0.9% | 0.03% | -13.2% |
| Q4 2019 | $268,000 | +4.3% | 9,794 | -4.3% | 0.04% | -9.5% |
| Q3 2019 | $257,000 | +2.0% | 10,232 | +6.5% | 0.04% | -30.0% |
| Q2 2019 | $252,000 | -26.3% | 9,608 | -27.0% | 0.06% | -21.1% |
| Q1 2019 | $342,000 | -95.7% | 13,159 | -96.5% | 0.08% | -98.2% |
| Q1 2016 | $7,878,000 | – | 379,292 | – | 4.23% | – |
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% |