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 | $1,387,293 | -17.8% | 57,949 | -15.4% | 0.07% | -25.0% |
| Q2 2023 | $1,687,406 | +237.0% | 68,510 | +235.5% | 0.09% | +203.4% |
| Q1 2023 | $500,769 | -4.4% | 20,423 | -7.7% | 0.03% | -19.4% |
| Q4 2022 | $523,586 | +24.1% | 22,120 | +17.4% | 0.04% | +12.5% |
| Q3 2022 | $422,000 | -15.8% | 18,845 | -4.6% | 0.03% | -15.8% |
| Q2 2022 | $501,000 | -62.9% | 19,744 | -59.4% | 0.04% | -59.6% |
| Q1 2022 | $1,349,000 | +173.6% | 48,584 | +191.8% | 0.09% | +168.6% |
| Q4 2021 | $493,000 | -5.6% | 16,648 | -2.9% | 0.04% | -10.3% |
| Q3 2021 | $522,000 | -33.6% | 17,138 | -28.3% | 0.04% | -37.1% |
| Q2 2021 | $786,000 | -4.5% | 23,900 | -7.7% | 0.06% | -18.4% |
| Q1 2021 | $823,000 | +2.1% | 25,894 | -1.5% | 0.08% | +1.3% |
| Q4 2020 | $806,000 | +15.8% | 26,287 | +1.0% | 0.08% | -5.1% |
| Q3 2020 | $696,000 | +10.3% | 26,018 | +0.4% | 0.08% | -7.1% |
| Q2 2020 | $631,000 | -61.8% | 25,911 | -67.5% | 0.08% | -71.8% |
| Q1 2020 | $1,650,000 | +205.6% | 79,763 | +304.0% | 0.30% | +306.8% |
| Q4 2019 | $540,000 | +16.1% | 19,744 | +6.7% | 0.07% | +2.8% |
| Q3 2019 | $465,000 | 0.0% | 18,504 | +4.5% | 0.07% | -4.0% |
| Q2 2019 | $465,000 | -5.3% | 17,710 | -6.2% | 0.08% | -19.4% |
| Q1 2019 | $491,000 | +2.9% | 18,873 | +0.2% | 0.09% | -7.9% |
| Q4 2018 | $477,000 | -36.6% | 18,837 | -35.6% | 0.10% | -35.3% |
| Q3 2018 | $752,000 | -14.0% | 29,244 | -13.4% | 0.16% | -21.2% |
| Q2 2018 | $874,000 | +4.2% | 33,767 | +15.5% | 0.20% | -7.9% |
| Q1 2018 | $839,000 | – | 29,232 | – | 0.22% | – |
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% |