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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -5.4% | 7,513 | +0.8% | 0.02% | 0.0% |
| Q4 2021 | $221,000 | +10.0% | 7,452 | +22.2% | 0.02% | -34.6% |
| Q2 2021 | $201,000 | -81.7% | 6,099 | -83.0% | 0.03% | -83.9% |
| Q4 2020 | $1,097,000 | +11.1% | 35,807 | -3.0% | 0.16% | -1.2% |
| Q3 2020 | $987,000 | +5.7% | 36,898 | -3.8% | 0.16% | -4.7% |
| Q2 2020 | $934,000 | -17.7% | 38,359 | -30.1% | 0.17% | -34.5% |
| Q1 2020 | $1,135,000 | -44.5% | 54,845 | -26.6% | 0.26% | -23.9% |
| Q4 2019 | $2,045,000 | +37.0% | 74,729 | +25.7% | 0.34% | +34.5% |
| Q3 2019 | $1,493,000 | -2.7% | 59,430 | +1.7% | 0.26% | -24.1% |
| Q2 2019 | $1,534,000 | +22.6% | 58,457 | +21.6% | 0.34% | +9.1% |
| Q1 2019 | $1,251,000 | +58.0% | 48,086 | +42.8% | 0.31% | +32.2% |
| Q4 2018 | $792,000 | +142.2% | 33,668 | +164.5% | 0.23% | +191.2% |
| Q3 2018 | $327,000 | – | 12,729 | – | 0.08% | – |
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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% |