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 | $50,394 | -2.8% | 2,105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,846 | -66.0% | 2,105 | -66.2% | 0.00% | -66.7% |
| Q1 2023 | $152,539 | +7.0% | 6,221 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $142,588 | +9.7% | 6,024 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | -11.6% | 5,784 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $147,000 | -9.3% | 5,784 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -5.8% | 5,835 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $172,000 | -1.1% | 5,809 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $174,000 | -5.9% | 5,713 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $185,000 | +3.4% | 5,620 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | +3.5% | 5,620 | -0.5% | 0.00% | -25.0% |
| Q4 2020 | $173,000 | +12.3% | 5,650 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $154,000 | +10.8% | 5,766 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +13.0% | 5,726 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $123,000 | -22.6% | 5,969 | +2.7% | 0.00% | -20.0% |
| Q4 2019 | $159,000 | +9.7% | 5,812 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $145,000 | – | 5,781 | – | 0.01% | – |
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% |