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 | $458,909 | -6.1% | 19,169 | -3.4% | 0.04% | -6.2% |
| Q2 2023 | $488,785 | -1.3% | 19,845 | -1.8% | 0.05% | -17.2% |
| Q1 2023 | $495,295 | -2.9% | 20,200 | -6.2% | 0.06% | -4.9% |
| Q4 2022 | $509,906 | -7.8% | 21,542 | -12.8% | 0.06% | -15.3% |
| Q3 2022 | $553,000 | -13.7% | 24,701 | -2.2% | 0.07% | -7.7% |
| Q2 2022 | $641,000 | -4.3% | 25,268 | +4.8% | 0.08% | +6.8% |
| Q1 2022 | $670,000 | +0.1% | 24,115 | +6.8% | 0.07% | -7.6% |
| Q4 2021 | $669,000 | -7.1% | 22,581 | -4.4% | 0.08% | -13.2% |
| Q3 2021 | $720,000 | -31.2% | 23,621 | -25.7% | 0.09% | -30.5% |
| Q2 2021 | $1,046,000 | -15.9% | 31,798 | -18.7% | 0.13% | -25.6% |
| Q1 2021 | $1,244,000 | -2.4% | 39,132 | -5.9% | 0.18% | -6.9% |
| Q4 2020 | $1,275,000 | +24.3% | 41,595 | +8.5% | 0.19% | -2.1% |
| Q3 2020 | $1,026,000 | +8.0% | 38,340 | -1.7% | 0.19% | +0.5% |
| Q2 2020 | $950,000 | -11.5% | 39,014 | -24.8% | 0.19% | -26.7% |
| Q1 2020 | $1,074,000 | +79.0% | 51,888 | +136.9% | 0.26% | +62.7% |
| Q4 2019 | $600,000 | +3.1% | 21,906 | -5.5% | 0.16% | -0.6% |
| Q3 2019 | $582,000 | -4.9% | 23,178 | +0.1% | 0.16% | -12.9% |
| Q2 2019 | $612,000 | -3.6% | 23,166 | -5.1% | 0.19% | -21.5% |
| Q1 2019 | $635,000 | +14.6% | 24,422 | +3.7% | 0.24% | 0.0% |
| Q4 2018 | $554,000 | +25.6% | 23,555 | +37.2% | 0.24% | +14.5% |
| Q3 2018 | $441,000 | -5.6% | 17,170 | -4.8% | 0.21% | -11.5% |
| Q2 2018 | $467,000 | -8.8% | 18,032 | +1.1% | 0.23% | -18.2% |
| Q1 2018 | $512,000 | +4.3% | 17,834 | +1.6% | 0.29% | -0.7% |
| Q4 2017 | $491,000 | -11.8% | 17,558 | -15.2% | 0.29% | -15.8% |
| Q3 2017 | $557,000 | -5.1% | 20,696 | -12.5% | 0.34% | -11.6% |
| Q2 2017 | $587,000 | +24.9% | 23,640 | +20.5% | 0.39% | +12.2% |
| Q1 2017 | $470,000 | +10.8% | 19,620 | -0.3% | 0.34% | -6.0% |
| Q4 2016 | $424,000 | – | 19,683 | – | 0.37% | – |
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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% |