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 | $69,378 | +25.1% | 2,898 | +28.7% | 0.00% | +100.0% |
| Q2 2023 | $55,442 | +23.6% | 2,251 | +23.0% | 0.00% | 0.0% |
| Q1 2023 | $44,872 | -44.3% | 1,830 | -46.2% | 0.00% | -50.0% |
| Q4 2022 | $80,525 | -21.1% | 3,402 | -25.4% | 0.00% | 0.0% |
| Q3 2022 | $102,000 | +61.9% | 4,558 | +84.5% | 0.00% | 0.0% |
| Q2 2022 | $63,000 | +6.8% | 2,470 | +17.1% | 0.00% | +100.0% |
| Q1 2022 | $59,000 | -14.5% | 2,110 | -8.8% | 0.00% | -50.0% |
| Q4 2021 | $69,000 | +7.8% | 2,314 | +9.5% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | -8.6% | 2,114 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | +2.9% | 2,128 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $68,000 | +3.0% | 2,130 | -2.5% | 0.00% | -33.3% |
| Q4 2020 | $66,000 | +26.9% | 2,185 | +11.0% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | -27.8% | 1,968 | -33.5% | 0.00% | -40.0% |
| Q2 2020 | $72,000 | -98.0% | 2,961 | -98.3% | 0.01% | -98.4% |
| Q1 2020 | $3,684,000 | +4.7% | 178,064 | +38.5% | 0.32% | +27.7% |
| Q4 2019 | $3,518,000 | +241.2% | 128,567 | +213.2% | 0.25% | +329.3% |
| Q3 2019 | $1,031,000 | +151.5% | 41,055 | +162.3% | 0.06% | 0.0% |
| Q2 2019 | $410,000 | +18.5% | 15,651 | +17.4% | 0.06% | -1.7% |
| Q1 2019 | $346,000 | – | 13,330 | – | 0.06% | – |
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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% |