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 | $674,626 | -3.2% | 28,180 | -0.4% | 0.16% | -3.0% |
| Q2 2023 | $696,755 | -8.3% | 28,289 | -8.7% | 0.17% | -13.8% |
| Q1 2023 | $760,149 | +4.8% | 31,001 | +1.2% | 0.20% | -1.0% |
| Q4 2022 | $725,180 | +6.5% | 30,637 | +0.8% | 0.20% | -3.9% |
| Q3 2022 | $681,000 | -11.2% | 30,406 | +0.6% | 0.21% | -8.8% |
| Q2 2022 | $767,000 | -18.6% | 30,239 | -10.9% | 0.23% | -11.0% |
| Q1 2022 | $942,000 | -6.5% | 33,932 | -0.2% | 0.25% | -5.6% |
| Q4 2021 | $1,007,000 | -2.3% | 33,999 | +0.5% | 0.27% | -18.0% |
| Q3 2021 | $1,031,000 | -10.7% | 33,833 | -3.6% | 0.33% | -6.8% |
| Q2 2021 | $1,154,000 | +3.9% | 35,083 | +0.4% | 0.35% | -0.8% |
| Q1 2021 | $1,111,000 | -0.7% | 34,955 | -4.3% | 0.36% | +2.9% |
| Q4 2020 | $1,119,000 | +16.7% | 36,512 | +1.9% | 0.34% | -1.4% |
| Q3 2020 | $959,000 | +5.8% | 35,845 | -3.7% | 0.35% | -5.1% |
| Q2 2020 | $906,000 | +10.1% | 37,206 | -6.5% | 0.37% | -8.7% |
| Q1 2020 | $823,000 | -18.7% | 39,783 | +7.6% | 0.40% | -13.1% |
| Q4 2019 | $1,012,000 | +3.7% | 36,961 | -4.8% | 0.46% | -3.9% |
| Q3 2019 | $976,000 | -5.2% | 38,826 | -1.1% | 0.48% | -21.8% |
| Q2 2019 | $1,030,000 | +3.4% | 39,272 | +2.5% | 0.62% | -0.6% |
| Q1 2019 | $996,000 | +16.4% | 38,304 | +5.3% | 0.62% | -4.0% |
| Q4 2018 | $856,000 | +8.4% | 36,391 | +18.4% | 0.65% | +22.5% |
| Q3 2018 | $790,000 | +1.9% | 30,736 | +2.6% | 0.53% | -8.9% |
| Q2 2018 | $775,000 | -9.5% | 29,963 | +0.5% | 0.58% | -16.6% |
| Q1 2018 | $856,000 | -2.2% | 29,817 | -4.8% | 0.70% | -21.3% |
| Q4 2017 | $875,000 | – | 31,306 | – | 0.89% | – |
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% |