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 2022 | $572,298 | +29.8% | 24,178 | +22.9% | 0.00% | +50.0% |
| Q3 2022 | $441,000 | +22.5% | 19,678 | +38.8% | 0.00% | 0.0% |
| Q2 2022 | $360,000 | -32.8% | 14,176 | -26.5% | 0.00% | -33.3% |
| Q1 2022 | $536,000 | -27.7% | 19,300 | -23.5% | 0.00% | 0.0% |
| Q4 2021 | $741,000 | +4.8% | 25,232 | +8.8% | 0.00% | -25.0% |
| Q3 2021 | $707,000 | -21.3% | 23,195 | -15.1% | 0.00% | -20.0% |
| Q2 2021 | $898,000 | -3.3% | 27,314 | -6.5% | 0.01% | 0.0% |
| Q1 2021 | $929,000 | +10.2% | 29,219 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $843,000 | +43.6% | 27,507 | +25.3% | 0.01% | +25.0% |
| Q3 2020 | $587,000 | +25.7% | 21,946 | +14.5% | 0.00% | 0.0% |
| Q2 2020 | $467,000 | +37.4% | 19,173 | +17.3% | 0.00% | +33.3% |
| Q1 2020 | $340,000 | -13.7% | 16,346 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $394,000 | +4.0% | 14,403 | -4.5% | 0.00% | -25.0% |
| Q3 2019 | $379,000 | +0.5% | 15,089 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $377,000 | +9.9% | 14,375 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $343,000 | +2.1% | 13,200 | -7.6% | 0.00% | 0.0% |
| Q4 2018 | $336,000 | +0.9% | 14,280 | +10.3% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | – | 12,945 | – | 0.00% | – |
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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% |