SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,320,000 | +3.1% | 40,143 | -0.4% | 0.62% | +510.9% |
| Q1 2021 | $1,280,000 | +2.7% | 40,284 | -0.9% | 0.10% | -45.4% |
| Q4 2020 | $1,246,000 | +12.9% | 40,641 | -1.5% | 0.18% | +10.1% |
| Q3 2020 | $1,104,000 | +8.4% | 41,269 | -1.3% | 0.17% | -40.4% |
| Q2 2020 | $1,018,000 | -45.7% | 41,804 | -53.9% | 0.28% | -44.4% |
| Q1 2020 | $1,874,000 | +41.3% | 90,588 | +87.0% | 0.51% | +13.7% |
| Q4 2019 | $1,326,000 | +5.9% | 48,440 | -2.8% | 0.45% | -9.9% |
| Q3 2019 | $1,252,000 | -8.3% | 49,823 | -4.3% | 0.50% | -0.4% |
| Q2 2019 | $1,366,000 | – | 52,051 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |