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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $40,851 | -41.6% | 1,666 | -43.6% | 0.00% | -50.0% |
| Q4 2022 | $69,898 | +125.5% | 2,953 | +116.5% | 0.01% | +100.0% |
| Q3 2022 | $31,000 | -11.4% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 1,364 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $40,000 | -27.3% | 1,364 | -25.0% | 0.00% | -20.0% |
| Q3 2021 | $55,000 | +22.2% | 1,818 | +33.3% | 0.01% | +25.0% |
| Q2 2021 | $45,000 | +4.7% | 1,364 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $43,000 | +2.4% | 1,364 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $42,000 | +13.5% | 1,364 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $37,000 | +12.1% | 1,364 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | +266.7% | 1,364 | +322.3% | 0.01% | +133.3% |
| Q4 2019 | $9,000 | +200.0% | 323 | +173.7% | 0.00% | +200.0% |
| Q3 2019 | $3,000 | – | 118 | +1866.7% | 0.00% | – |
| Q4 2018 | $0 | – | 6 | – | 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% |