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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $171,710 | +52.5% | 7,003 | +47.3% | 0.01% | +66.7% |
| Q4 2022 | $112,560 | -44.0% | 4,755 | -34.4% | 0.00% | -50.0% |
| Q1 2022 | $201,000 | +64.8% | 7,243 | +95.4% | 0.01% | +50.0% |
| Q2 2021 | $122,000 | -47.4% | 3,707 | -49.2% | 0.00% | -55.6% |
| Q1 2021 | $232,000 | +465.9% | 7,300 | +440.7% | 0.01% | +350.0% |
| Q4 2020 | $41,000 | -90.2% | 1,350 | -91.3% | 0.00% | -90.0% |
| Q3 2020 | $417,000 | -22.6% | 15,569 | -29.7% | 0.02% | -33.3% |
| Q2 2020 | $539,000 | -37.2% | 22,132 | -46.6% | 0.03% | -46.4% |
| Q1 2020 | $858,000 | -33.9% | 41,473 | -12.6% | 0.06% | -17.6% |
| Q4 2019 | $1,299,000 | +30.8% | 47,443 | +25.3% | 0.07% | +11.5% |
| Q3 2019 | $993,000 | 0.0% | 37,858 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $993,000 | +36.4% | 37,858 | +35.2% | 0.06% | +19.6% |
| Q1 2019 | $728,000 | +10.1% | 28,001 | -0.3% | 0.05% | -12.1% |
| Q4 2018 | $661,000 | +65.7% | 28,077 | +80.9% | 0.06% | +100.0% |
| Q3 2018 | $399,000 | -58.5% | 15,519 | -56.8% | 0.03% | -60.3% |
| Q2 2018 | $961,000 | +181.0% | 35,887 | +200.8% | 0.07% | +170.4% |
| Q1 2018 | $342,000 | -12.1% | 11,930 | -14.3% | 0.03% | -20.6% |
| Q4 2017 | $389,000 | +8.4% | 13,919 | +4.2% | 0.03% | -17.1% |
| Q3 2017 | $359,000 | +508.5% | 13,354 | +464.2% | 0.04% | +412.5% |
| Q2 2017 | $59,000 | +1080.0% | 2,367 | +1011.3% | 0.01% | +700.0% |
| Q1 2017 | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 213 | -3.2% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | +25.0% | 220 | +3.3% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | -60.0% | 213 | -55.3% | 0.00% | -66.7% |
| Q3 2015 | $10,000 | -16.7% | 476 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $12,000 | +140.0% | 476 | +164.4% | 0.00% | +300.0% |
| Q1 2015 | $5,000 | – | 180 | – | 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% |