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 2022 | $210,000 | -18.9% | 7,576 | -13.4% | 0.02% | -18.2% |
| Q4 2021 | $259,000 | -26.2% | 8,749 | -24.0% | 0.02% | -40.5% |
| Q3 2021 | $351,000 | -4.6% | 11,514 | +2.9% | 0.04% | -28.8% |
| Q2 2021 | $368,000 | +3.4% | 11,187 | -0.2% | 0.05% | -14.8% |
| Q1 2021 | $356,000 | -2.5% | 11,204 | -1.3% | 0.06% | -9.0% |
| Q4 2020 | $365,000 | +3.7% | 11,354 | -13.7% | 0.07% | -11.8% |
| Q3 2020 | $352,000 | -3.8% | 13,162 | -4.5% | 0.08% | -7.3% |
| Q2 2020 | $366,000 | +14.0% | 13,789 | -7.5% | 0.08% | 0.0% |
| Q1 2020 | $321,000 | -13.0% | 14,906 | +10.6% | 0.08% | +3.8% |
| Q4 2019 | $369,000 | +43.0% | 13,478 | +31.5% | 0.08% | +27.4% |
| Q3 2019 | $258,000 | +4.0% | 10,248 | +8.5% | 0.06% | +1.6% |
| Q2 2019 | $248,000 | +1.2% | 9,449 | +0.5% | 0.06% | 0.0% |
| Q1 2019 | $245,000 | +15.0% | 9,405 | +3.9% | 0.06% | 0.0% |
| Q4 2018 | $213,000 | -9.4% | 9,052 | -0.9% | 0.06% | 0.0% |
| Q3 2018 | $235,000 | +3.5% | 9,133 | +4.4% | 0.06% | -1.6% |
| Q2 2018 | $227,000 | -5.8% | 8,752 | +4.4% | 0.06% | -7.5% |
| Q1 2018 | $241,000 | -6.6% | 8,385 | -9.2% | 0.07% | -2.9% |
| Q4 2017 | $258,000 | +4.5% | 9,239 | +0.6% | 0.07% | -4.2% |
| Q3 2017 | $247,000 | +0.8% | 9,187 | -6.9% | 0.07% | -2.7% |
| Q2 2017 | $245,000 | – | 9,863 | – | 0.07% | – |
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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% |