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 | $573 | -5.6% | 23,972 | -2.8% | 0.35% | -3.9% |
| Q2 2023 | $607 | +0.8% | 24,662 | +0.5% | 0.36% | -6.2% |
| Q1 2023 | $602 | -1.6% | 24,551 | -5.1% | 0.38% | -3.8% |
| Q4 2022 | $612 | -99.9% | 25,863 | -7.9% | 0.40% | -4.8% |
| Q3 2022 | $629,000 | -13.0% | 28,088 | -1.3% | 0.42% | -7.3% |
| Q2 2022 | $723,000 | -8.2% | 28,468 | +0.4% | 0.45% | +9.7% |
| Q1 2022 | $788,000 | -6.4% | 28,365 | -0.3% | 0.41% | -0.5% |
| Q4 2021 | $842,000 | -2.8% | 28,442 | +0.1% | 0.42% | -9.4% |
| Q3 2021 | $866,000 | -9.1% | 28,413 | -1.9% | 0.46% | -8.0% |
| Q2 2021 | $953,000 | +3.5% | 28,978 | +0.0% | 0.50% | -3.1% |
| Q1 2021 | $921,000 | +3.0% | 28,972 | -0.7% | 0.51% | -2.8% |
| Q4 2020 | $894,000 | +14.2% | 29,172 | -0.4% | 0.53% | +1.3% |
| Q3 2020 | $783,000 | +9.8% | 29,277 | 0.0% | 0.52% | +2.2% |
| Q2 2020 | $713,000 | +16.3% | 29,277 | -1.1% | 0.51% | -3.8% |
| Q1 2020 | $613,000 | -33.2% | 29,616 | -11.6% | 0.53% | -7.0% |
| Q4 2019 | $917,000 | +16.4% | 33,491 | +6.8% | 0.57% | +8.6% |
| Q3 2019 | $788,000 | -4.9% | 31,369 | -0.7% | 0.53% | -3.5% |
| Q2 2019 | $829,000 | +0.4% | 31,605 | -0.5% | 0.54% | -5.5% |
| Q1 2019 | $826,000 | +17.0% | 31,770 | +5.9% | 0.58% | +1.9% |
| Q4 2018 | $706,000 | -8.0% | 29,989 | +0.5% | 0.57% | +11.6% |
| Q3 2018 | $767,000 | -48.1% | 29,830 | -47.7% | 0.51% | -50.3% |
| Q2 2018 | $1,478,000 | -3.8% | 57,085 | +6.7% | 1.02% | -7.3% |
| Q1 2018 | $1,536,000 | +21.2% | 53,508 | +18.0% | 1.10% | +22.2% |
| Q4 2017 | $1,267,000 | +49.6% | 45,358 | +44.1% | 0.90% | +43.2% |
| Q3 2017 | $847,000 | +10.9% | 31,481 | +2.4% | 0.63% | +9.4% |
| Q2 2017 | $764,000 | +13.5% | 30,755 | +9.6% | 0.58% | +15.5% |
| Q1 2017 | $673,000 | +119.2% | 28,069 | +97.1% | 0.50% | +115.6% |
| Q4 2016 | $307,000 | +8.1% | 14,241 | +15.5% | 0.23% | +2.7% |
| Q3 2016 | $284,000 | +12.7% | 12,328 | +4.2% | 0.22% | +8.7% |
| Q2 2016 | $252,000 | +12.5% | 11,828 | +9.7% | 0.21% | +1.0% |
| Q1 2016 | $224,000 | +11.4% | 10,778 | +4.9% | 0.20% | +2.5% |
| Q4 2015 | $201,000 | -29.5% | 10,278 | -11.3% | 0.20% | -16.3% |
| Q2 2015 | $285,000 | +15.4% | 11,586 | +14.4% | 0.24% | +20.7% |
| Q1 2015 | $247,000 | +3.3% | 10,126 | +1.2% | 0.20% | -1.5% |
| Q4 2014 | $239,000 | -4.4% | 10,006 | +1.5% | 0.20% | -3.8% |
| Q3 2014 | $250,000 | -2.7% | 9,859 | -0.3% | 0.21% | +33.1% |
| Q2 2014 | $257,000 | +17.4% | 9,884 | +10.0% | 0.16% | +12.1% |
| Q1 2014 | $219,000 | -8.8% | 8,984 | -7.9% | 0.14% | -12.5% |
| Q4 2013 | $240,000 | – | 9,759 | – | 0.16% | – |
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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% |