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 | $2,414,168 | -58.1% | 100,843 | -54.6% | 0.02% | -56.0% |
| Q2 2023 | $5,757,915 | +7.7% | 222,114 | +1.9% | 0.05% | -2.0% |
| Q1 2023 | $5,345,485 | +31.7% | 218,005 | +11.8% | 0.05% | -75.0% |
| Q4 2022 | $4,060,192 | +697.7% | 194,990 | +758.3% | 0.20% | +3300.0% |
| Q3 2022 | $509,000 | +89.2% | 22,718 | +114.4% | 0.01% | +200.0% |
| Q2 2022 | $269,000 | -12.4% | 10,594 | -4.1% | 0.00% | 0.0% |
| Q1 2022 | $307,000 | -24.9% | 11,045 | -20.0% | 0.00% | -33.3% |
| Q4 2021 | $409,000 | -31.7% | 13,806 | -29.7% | 0.00% | -25.0% |
| Q3 2021 | $599,000 | -27.8% | 19,645 | -22.1% | 0.00% | -42.9% |
| Q2 2021 | $830,000 | +48.7% | 25,227 | +43.6% | 0.01% | +40.0% |
| Q1 2021 | $558,000 | +14.8% | 17,573 | +10.9% | 0.01% | 0.0% |
| Q4 2020 | $486,000 | +47.3% | 15,844 | +28.4% | 0.01% | +25.0% |
| Q3 2020 | $330,000 | +26.9% | 12,336 | +15.6% | 0.00% | 0.0% |
| Q2 2020 | $260,000 | +25.6% | 10,667 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -2.4% | 9,989 | +28.8% | 0.00% | +33.3% |
| Q4 2019 | $212,000 | -89.4% | 7,756 | -89.8% | 0.00% | -90.3% |
| Q3 2019 | $2,006,000 | +3.4% | 75,995 | +2.8% | 0.03% | -11.4% |
| Q2 2019 | $1,940,000 | +17.5% | 73,925 | +5.4% | 0.04% | -12.5% |
| Q4 2018 | $1,651,000 | +425.8% | 70,155 | +508.2% | 0.04% | +400.0% |
| Q3 2017 | $314,000 | +17.2% | 11,535 | +7.5% | 0.01% | +14.3% |
| Q2 2017 | $268,000 | +12.6% | 10,732 | +8.6% | 0.01% | 0.0% |
| Q1 2017 | $238,000 | +2544.4% | 9,879 | +2570.0% | 0.01% | +600.0% |
| Q3 2014 | $9,000 | – | 370 | – | 0.00% | – |
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% |