SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,906,000 | -12.0% | 199,403 | -9.4% | 0.99% | -20.4% |
| Q3 2021 | $6,712,000 | +3.5% | 220,197 | +11.7% | 1.24% | +4.2% |
| Q2 2021 | $6,482,000 | +18.3% | 197,152 | +14.3% | 1.19% | +0.2% |
| Q1 2021 | $5,480,000 | +4.2% | 172,432 | +0.5% | 1.19% | -17.4% |
| Q4 2020 | $5,258,000 | -17.4% | 171,541 | -27.9% | 1.44% | -22.6% |
| Q3 2020 | $6,366,000 | +6.4% | 237,880 | -3.2% | 1.86% | +12.3% |
| Q2 2020 | $5,981,000 | +40.7% | 245,639 | +19.5% | 1.65% | +9.0% |
| Q1 2020 | $4,252,000 | -47.3% | 205,507 | -30.3% | 1.52% | -36.7% |
| Q4 2019 | $8,070,000 | +3.0% | 294,861 | -5.4% | 2.40% | +15.9% |
| Q3 2019 | $7,832,000 | +4.6% | 311,677 | +9.2% | 2.07% | -5.5% |
| Q2 2019 | $7,490,000 | – | 285,428 | – | 2.19% | – |
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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% |