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 | $2,451,730 | -13.7% | 102,411 | -11.2% | 0.50% | -10.0% |
| Q2 2023 | $2,839,431 | -14.5% | 115,283 | -14.9% | 0.56% | -16.3% |
| Q1 2023 | $3,321,610 | +84960.4% | 135,465 | -17.9% | 0.67% | -19.2% |
| Q4 2022 | $3,905 | -99.9% | 164,969 | -27.1% | 0.83% | -27.4% |
| Q3 2022 | $5,067,000 | -9.1% | 226,224 | +3.0% | 1.14% | -3.5% |
| Q2 2022 | $5,572,000 | +199.1% | 219,547 | +227.3% | 1.18% | +227.1% |
| Q1 2022 | $1,863,000 | +2.8% | 67,085 | +9.6% | 0.36% | +1.4% |
| Q4 2021 | $1,813,000 | +59.3% | 61,213 | +64.0% | 0.36% | +41.7% |
| Q3 2021 | $1,138,000 | +27.0% | 37,333 | +37.0% | 0.25% | +17.8% |
| Q2 2021 | $896,000 | +3.5% | 27,258 | 0.0% | 0.21% | -3.6% |
| Q1 2021 | $866,000 | -21.0% | 27,258 | -23.8% | 0.22% | -22.1% |
| Q4 2020 | $1,096,000 | +10.3% | 35,759 | -3.7% | 0.28% | -11.2% |
| Q3 2020 | $994,000 | -2.5% | 37,128 | -11.4% | 0.32% | -8.3% |
| Q2 2020 | $1,020,000 | +13.7% | 41,897 | -3.4% | 0.35% | +19.5% |
| Q1 2020 | $897,000 | -36.2% | 43,356 | -15.6% | 0.29% | -20.6% |
| Q4 2019 | $1,406,000 | +5.5% | 51,377 | -3.2% | 0.37% | 0.0% |
| Q3 2019 | $1,333,000 | -34.8% | 53,049 | -31.4% | 0.37% | -31.7% |
| Q2 2019 | $2,044,000 | -0.9% | 77,370 | -2.4% | 0.54% | -5.1% |
| Q1 2019 | $2,063,000 | -47.7% | 79,300 | -52.7% | 0.57% | -53.0% |
| Q4 2018 | $3,942,000 | – | 167,520 | – | 1.21% | – |
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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% |