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 | $548,517 | +0.4% | 22,912 | +3.3% | 0.05% | 0.0% |
| Q2 2023 | $546,544 | +0.9% | 22,190 | +0.5% | 0.05% | -3.9% |
| Q1 2023 | $541,503 | +3.0% | 22,084 | -0.6% | 0.05% | -5.6% |
| Q4 2022 | $525,721 | +24.0% | 22,210 | +17.3% | 0.05% | +14.9% |
| Q3 2022 | $424,000 | +13.4% | 18,940 | +28.7% | 0.05% | +20.5% |
| Q2 2022 | $374,000 | +8.1% | 14,722 | +18.1% | 0.04% | +21.9% |
| Q1 2022 | $346,000 | +16.5% | 12,468 | +28.1% | 0.03% | +6.7% |
| Q3 2021 | $297,000 | -15.1% | 9,730 | -8.5% | 0.03% | -16.7% |
| Q2 2021 | $350,000 | +12.2% | 10,634 | +8.1% | 0.04% | +2.9% |
| Q1 2021 | $312,000 | -29.4% | 9,833 | -31.9% | 0.04% | -34.0% |
| Q4 2020 | $442,000 | +17.2% | 14,434 | +2.5% | 0.05% | +6.0% |
| Q3 2020 | $377,000 | +10.2% | 14,076 | +0.2% | 0.05% | +4.2% |
| Q2 2020 | $342,000 | -82.8% | 14,044 | -85.4% | 0.05% | -85.6% |
| Q1 2020 | $1,994,000 | -66.0% | 96,372 | -55.0% | 0.33% | -62.6% |
| Q4 2019 | $5,858,000 | +7.9% | 214,035 | -0.9% | 0.89% | +0.9% |
| Q3 2019 | $5,429,000 | -0.2% | 216,049 | +4.2% | 0.88% | -1.7% |
| Q2 2019 | $5,439,000 | +3.1% | 207,285 | +2.2% | 0.90% | -1.4% |
| Q1 2019 | $5,275,000 | +7.4% | 202,822 | -2.9% | 0.91% | -2.9% |
| Q4 2018 | $4,913,000 | +133.0% | 208,799 | +154.5% | 0.94% | +154.5% |
| Q3 2018 | $2,109,000 | +730.3% | 82,034 | +737.2% | 0.37% | +653.1% |
| Q2 2018 | $254,000 | -9.6% | 9,799 | +0.1% | 0.05% | -10.9% |
| Q1 2018 | $281,000 | +4.1% | 9,790 | +1.1% | 0.06% | +10.0% |
| Q4 2017 | $270,000 | +6.7% | 9,679 | +2.9% | 0.05% | 0.0% |
| Q3 2017 | $253,000 | +2.8% | 9,407 | -4.9% | 0.05% | +2.0% |
| Q2 2017 | $246,000 | +3.8% | 9,887 | -0.0% | 0.05% | -2.0% |
| Q1 2017 | $237,000 | +12.9% | 9,889 | +1.4% | 0.05% | +8.7% |
| Q4 2016 | $210,000 | -3.2% | 9,757 | +3.6% | 0.05% | -9.8% |
| Q3 2016 | $217,000 | +8.0% | 9,422 | -0.4% | 0.05% | +4.1% |
| Q2 2016 | $201,000 | +9.2% | 9,459 | +7.0% | 0.05% | +2.1% |
| Q1 2016 | $184,000 | +12.2% | 8,839 | +5.0% | 0.05% | +9.1% |
| Q4 2015 | $164,000 | -0.6% | 8,419 | +3.4% | 0.04% | +4.8% |
| Q3 2015 | $165,000 | +1733.3% | 8,144 | +2131.2% | 0.04% | +2000.0% |
| Q2 2015 | $9,000 | +350.0% | 365 | +461.5% | 0.00% | +100.0% |
| Q2 2014 | $2,000 | 0.0% | 65 | -14.5% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | -81.8% | 76 | -83.4% | 0.00% | -75.0% |
| Q4 2013 | $11,000 | – | 459 | – | 0.00% | – |
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% |