SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,002,000 | +2.4% | 63,005 | -1.2% | 0.09% | -3.3% |
| Q4 2020 | $1,955,000 | +9.3% | 63,768 | -4.6% | 0.09% | -8.1% |
| Q3 2020 | $1,788,000 | +3.4% | 66,819 | -5.9% | 0.10% | -5.7% |
| Q2 2020 | $1,730,000 | -0.5% | 71,032 | -15.5% | 0.10% | -13.9% |
| Q1 2020 | $1,739,000 | -32.1% | 84,059 | -10.2% | 0.12% | -14.7% |
| Q4 2019 | $2,561,000 | +8.9% | 93,574 | -0.0% | 0.14% | +2.1% |
| Q3 2019 | $2,352,000 | -4.2% | 93,609 | +0.0% | 0.14% | -5.4% |
| Q2 2019 | $2,456,000 | +0.1% | 93,606 | -0.8% | 0.15% | -1.3% |
| Q1 2019 | $2,453,000 | +10.5% | 94,314 | +0.0% | 0.15% | -1.3% |
| Q4 2018 | $2,219,000 | – | 94,313 | – | 0.15% | – |
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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% |