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 | $21,182 | -27.6% | 885 | -25.5% | 0.00% | -25.0% |
| Q2 2023 | $29,255 | +136.7% | 1,188 | +135.7% | 0.00% | +100.0% |
| Q1 2023 | $12,362 | -13.0% | 504 | -16.0% | 0.00% | 0.0% |
| Q4 2022 | $14,205 | -51.0% | 600 | -53.7% | 0.00% | -60.0% |
| Q3 2022 | $29,000 | +141.7% | 1,297 | +163.6% | 0.01% | +150.0% |
| Q2 2022 | $12,000 | -33.3% | 492 | -23.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 639 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +26.7% | 638 | +32.6% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 481 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 481 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 478 | +1.7% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | -13.3% | 470 | -21.5% | 0.00% | -33.3% |
| Q2 2020 | $15,000 | +50.0% | 599 | +28.0% | 0.00% | +50.0% |
| Q1 2020 | $10,000 | -23.1% | 468 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $13,000 | +18.2% | 468 | +2.4% | 0.00% | +33.3% |
| Q3 2019 | $11,000 | -26.7% | 457 | -20.4% | 0.00% | -40.0% |
| Q2 2019 | $15,000 | +7.1% | 574 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $14,000 | 0.0% | 574 | +2.7% | 0.01% | 0.0% |
| Q3 2018 | $14,000 | +16.7% | 559 | +14.3% | 0.01% | +20.0% |
| Q2 2018 | $12,000 | -14.3% | 489 | 0.0% | 0.01% | -28.6% |
| Q1 2018 | $14,000 | +7.7% | 489 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $13,000 | +30.0% | 489 | +21.9% | 0.01% | +20.0% |
| Q3 2017 | $10,000 | -23.1% | 401 | -24.3% | 0.01% | -16.7% |
| Q2 2017 | $13,000 | +8.3% | 530 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | +9.1% | 530 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $11,000 | – | 530 | – | 0.01% | – |
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% |