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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $376,176 | +2.2% | 15,175 | -1.3% | 0.01% | -13.3% |
| Q3 2023 | $368,231 | -3.5% | 15,381 | -0.8% | 0.02% | -6.2% |
| Q2 2023 | $381,750 | +3.5% | 15,499 | +3.0% | 0.02% | -5.9% |
| Q1 2023 | $368,872 | +5.1% | 15,044 | +1.4% | 0.02% | -5.6% |
| Q4 2022 | $351,019 | +6.0% | 14,830 | +0.3% | 0.02% | -5.3% |
| Q3 2022 | $331,000 | -12.9% | 14,781 | -1.4% | 0.02% | -20.8% |
| Q2 2022 | $380,000 | -8.0% | 14,991 | +0.8% | 0.02% | +26.3% |
| Q1 2022 | $413,000 | -9.8% | 14,873 | -3.8% | 0.02% | -17.4% |
| Q4 2021 | $458,000 | +2.5% | 15,460 | +5.4% | 0.02% | -32.4% |
| Q3 2021 | $447,000 | -7.3% | 14,665 | +0.0% | 0.03% | -12.8% |
| Q2 2021 | $482,000 | +1.7% | 14,662 | -1.7% | 0.04% | -17.0% |
| Q1 2021 | $474,000 | -21.7% | 14,917 | -24.4% | 0.05% | -34.7% |
| Q4 2020 | $605,000 | -4.3% | 19,731 | -16.4% | 0.07% | -21.7% |
| Q3 2020 | $632,000 | +1.4% | 23,608 | -7.8% | 0.09% | -5.2% |
| Q2 2020 | $623,000 | +6.3% | 25,600 | -9.6% | 0.10% | -2.0% |
| Q1 2020 | $586,000 | -42.9% | 28,303 | -24.6% | 0.10% | -43.4% |
| Q4 2019 | $1,027,000 | +2.2% | 37,517 | -6.2% | 0.18% | -3.8% |
| Q3 2019 | $1,005,000 | +53.9% | 40,011 | +60.7% | 0.18% | +55.6% |
| Q2 2019 | $653,000 | +4.8% | 24,904 | +4.0% | 0.12% | 0.0% |
| Q1 2019 | $623,000 | +11.4% | 23,955 | +0.9% | 0.12% | +3.5% |
| Q4 2018 | $559,000 | -8.4% | 23,738 | +0.1% | 0.11% | -15.0% |
| Q3 2018 | $610,000 | +5.2% | 23,707 | +9.9% | 0.13% | -10.7% |
| Q3 2017 | $580,000 | +12.0% | 21,566 | +3.5% | 0.15% | +6.4% |
| Q2 2017 | $518,000 | +13.8% | 20,828 | +9.7% | 0.14% | +6.1% |
| Q1 2017 | $455,000 | +34.6% | 18,986 | +20.9% | 0.13% | +30.7% |
| Q4 2016 | $338,000 | +1.2% | 15,699 | +8.4% | 0.10% | -5.6% |
| Q3 2016 | $334,000 | +14.4% | 14,488 | +5.8% | 0.11% | +7.0% |
| Q2 2016 | $292,000 | -1.0% | 13,696 | -3.3% | 0.10% | -5.7% |
| Q1 2016 | $295,000 | – | 14,170 | – | 0.11% | – |
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% |