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 | $23,437 | +574.8% | 979 | +594.3% | 0.00% | – |
| Q2 2023 | $3,473 | +2345.8% | 141 | +2250.0% | 0.00% | – |
| Q4 2022 | $142 | -92.9% | 6 | -92.0% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 75 | +114.3% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 35 | -74.6% | 0.00% | – |
| Q1 2020 | $3,000 | -99.5% | 138 | -99.4% | 0.00% | -100.0% |
| Q4 2019 | $608,000 | +12.8% | 22,206 | +3.6% | 0.03% | +3.8% |
| Q3 2019 | $539,000 | -7.7% | 21,431 | -3.8% | 0.03% | -13.3% |
| Q2 2019 | $584,000 | +81.9% | 22,266 | +80.6% | 0.03% | +42.9% |
| Q1 2019 | $321,000 | -33.7% | 12,330 | -40.1% | 0.02% | -27.6% |
| Q4 2018 | $484,000 | -3.0% | 20,585 | +6.0% | 0.03% | +11.5% |
| Q3 2018 | $499,000 | +3.5% | 19,428 | +4.4% | 0.03% | 0.0% |
| Q2 2018 | $482,000 | +15.9% | 18,616 | +28.4% | 0.03% | +13.0% |
| Q1 2018 | $416,000 | +7.8% | 14,495 | +5.0% | 0.02% | +4.5% |
| Q4 2017 | $386,000 | +1.8% | 13,808 | -2.0% | 0.02% | -8.3% |
| Q3 2017 | $379,000 | +9.5% | 14,090 | +1.1% | 0.02% | 0.0% |
| Q2 2017 | $346,000 | +16.1% | 13,930 | +12.0% | 0.02% | +4.3% |
| Q1 2017 | $298,000 | +6.4% | 12,442 | -4.1% | 0.02% | -8.0% |
| Q4 2016 | $280,000 | -10.0% | 12,979 | -3.9% | 0.02% | -19.4% |
| Q3 2016 | $311,000 | +8.7% | 13,501 | +0.5% | 0.03% | 0.0% |
| Q2 2016 | $286,000 | +3.2% | 13,432 | +0.9% | 0.03% | -8.8% |
| Q1 2016 | $277,000 | +118.1% | 13,317 | +103.9% | 0.03% | +100.0% |
| Q4 2015 | $127,000 | – | 6,531 | – | 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% |