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 | $1,077,000 | -6.3% | 38,811 | -0.0% | 0.04% | +4.7% |
| Q4 2021 | $1,150,000 | -44.5% | 38,826 | -42.9% | 0.04% | -54.7% |
| Q3 2021 | $2,071,000 | -6.9% | 67,955 | +0.4% | 0.10% | -6.9% |
| Q2 2021 | $2,225,000 | +3.8% | 67,655 | +0.3% | 0.10% | -4.7% |
| Q1 2021 | $2,143,000 | +49.8% | 67,444 | +44.3% | 0.11% | +167.5% |
| Q4 2020 | $1,431,000 | +15800.0% | 46,748 | +13690.0% | 0.04% | +3900.0% |
| Q3 2020 | $9,000 | +12.5% | 339 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 339 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -58.8% | 338 | -49.6% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +112.5% | 670 | +101.8% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -91.6% | 332 | -90.8% | 0.00% | -83.3% |
| Q2 2019 | $95,000 | -71.0% | 3,625 | -71.2% | 0.01% | -72.7% |
| Q1 2019 | $328,000 | +10.8% | 12,600 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $296,000 | -52.7% | 12,600 | -48.3% | 0.02% | -43.9% |
| Q3 2018 | $626,000 | -1.6% | 24,355 | -0.8% | 0.04% | -4.7% |
| Q2 2018 | $636,000 | -5.1% | 24,555 | +5.1% | 0.04% | -10.4% |
| Q1 2018 | $670,000 | +3.6% | 23,355 | +0.9% | 0.05% | +4.3% |
| Q4 2017 | $647,000 | +24.4% | 23,155 | +19.8% | 0.05% | +21.1% |
| Q3 2017 | $520,000 | +46.9% | 19,330 | +35.8% | 0.04% | +40.7% |
| Q2 2017 | $354,000 | +114.5% | 14,230 | +106.8% | 0.03% | +107.7% |
| Q1 2017 | $165,000 | +17.0% | 6,880 | +5.4% | 0.01% | +8.3% |
| Q4 2016 | $141,000 | -3.4% | 6,530 | +3.2% | 0.01% | 0.0% |
| Q3 2016 | $146,000 | +41.7% | 6,330 | +31.1% | 0.01% | +33.3% |
| Q2 2016 | $103,000 | +171.1% | 4,830 | +163.9% | 0.01% | +200.0% |
| Q1 2016 | $38,000 | +5.6% | 1,830 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $36,000 | +414.3% | 1,830 | +463.1% | 0.00% | +200.0% |
| Q3 2015 | $7,000 | -93.0% | 325 | -92.0% | 0.00% | -87.5% |
| Q2 2015 | $100,000 | +163.2% | 4,080 | +158.2% | 0.01% | +166.7% |
| Q1 2015 | $38,000 | 0.0% | 1,580 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $38,000 | -81.2% | 1,580 | -80.1% | 0.00% | -81.2% |
| Q3 2014 | $202,000 | -18.5% | 7,945 | -16.8% | 0.02% | -20.0% |
| Q2 2014 | $248,000 | -8.1% | 9,545 | -14.0% | 0.02% | -13.0% |
| Q1 2014 | $270,000 | +5.9% | 11,095 | +7.0% | 0.02% | 0.0% |
| Q4 2013 | $255,000 | 0.0% | 10,365 | 0.0% | 0.02% | -8.0% |
| Q3 2013 | $255,000 | +5.4% | 10,365 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $242,000 | – | 10,365 | – | 0.02% | – |
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% |