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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $701,000 | +4.8% | 22,870 | -8.5% | 0.02% | -42.3% |
| Q3 2020 | $669,000 | +50.7% | 24,999 | +37.2% | 0.03% | +44.4% |
| Q2 2020 | $444,000 | +26.9% | 18,220 | +7.7% | 0.02% | -5.3% |
| Q1 2020 | $350,000 | -81.9% | 16,910 | -76.1% | 0.02% | -72.5% |
| Q4 2019 | $1,933,000 | +2.9% | 70,643 | -5.5% | 0.07% | -5.5% |
| Q3 2019 | $1,878,000 | -16.2% | 74,751 | -12.5% | 0.07% | -22.3% |
| Q2 2019 | $2,241,000 | -18.3% | 85,395 | -19.0% | 0.09% | -21.7% |
| Q1 2019 | $2,743,000 | +9.7% | 105,461 | +8.4% | 0.12% | +9.1% |
| Q4 2018 | $2,500,000 | 0.0% | 97,246 | 0.0% | 0.11% | 0.0% |
| Q3 2018 | $2,500,000 | +19.2% | 97,246 | +20.1% | 0.11% | +10.0% |
| Q2 2018 | $2,097,000 | +5.2% | 80,993 | +16.6% | 0.10% | -14.5% |
| Q1 2018 | $1,994,000 | +22.0% | 69,471 | +18.7% | 0.12% | +9.3% |
| Q4 2017 | $1,635,000 | +32.9% | 58,523 | +28.0% | 0.11% | +13.8% |
| Q3 2017 | $1,230,000 | – | 45,721 | – | 0.09% | – |
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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% |