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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,099,000 | +4.9% | 265,272 | -4.6% | 0.25% | -48.3% |
| Q2 2020 | $6,770,000 | -19.3% | 278,023 | -31.5% | 0.48% | -33.8% |
| Q1 2020 | $8,393,000 | -55.6% | 405,640 | -41.3% | 0.73% | -42.4% |
| Q4 2019 | $18,900,000 | -23.0% | 690,546 | -29.3% | 1.27% | -29.4% |
| Q3 2019 | $24,551,000 | +0.6% | 976,979 | +5.0% | 1.80% | -1.7% |
| Q2 2019 | $24,410,000 | +10.1% | 930,276 | +9.2% | 1.83% | +9.3% |
| Q1 2019 | $22,163,000 | +13.2% | 852,106 | +2.4% | 1.67% | -4.1% |
| Q4 2018 | $19,578,000 | +37.2% | 832,045 | +49.9% | 1.74% | +48.1% |
| Q3 2018 | $14,270,000 | +26.2% | 555,040 | +27.1% | 1.18% | +14.8% |
| Q2 2018 | $11,306,000 | -2.4% | 436,704 | +8.2% | 1.02% | -6.1% |
| Q1 2018 | $11,586,000 | +23.6% | 403,704 | +20.3% | 1.09% | +19.6% |
| Q4 2017 | $9,376,000 | +29.7% | 335,564 | +24.9% | 0.91% | +15.7% |
| Q3 2017 | $7,231,000 | +10.6% | 268,710 | +2.2% | 0.79% | +1.8% |
| Q2 2017 | $6,537,000 | +14.8% | 263,048 | +10.7% | 0.77% | -4.4% |
| Q1 2017 | $5,694,000 | +16.0% | 237,565 | +4.4% | 0.81% | +10.4% |
| Q4 2016 | $4,907,000 | -7.6% | 227,611 | -1.1% | 0.73% | -11.2% |
| Q3 2016 | $5,309,000 | +12.0% | 230,219 | +3.4% | 0.83% | +4.7% |
| Q2 2016 | $4,741,000 | +9.0% | 222,666 | +6.4% | 0.79% | +3.0% |
| Q1 2016 | $4,348,000 | +15.9% | 209,357 | +8.9% | 0.77% | +9.9% |
| Q4 2015 | $3,752,000 | – | 192,332 | – | 0.70% | – |
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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% |