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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,016,900 | +128.5% | 42,962 | +116.3% | 0.22% | +100.0% |
| Q3 2022 | $445,000 | -11.7% | 19,862 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $504,000 | -16.3% | 19,862 | -8.3% | 0.11% | -7.5% |
| Q1 2022 | $602,000 | -6.2% | 21,662 | 0.0% | 0.12% | -7.7% |
| Q4 2021 | $642,000 | -3.3% | 21,662 | -0.6% | 0.13% | -12.2% |
| Q3 2021 | $664,000 | -8.8% | 21,799 | -0.9% | 0.15% | -7.5% |
| Q2 2021 | $728,000 | +8.0% | 21,994 | +3.7% | 0.16% | +3.2% |
| Q1 2021 | $674,000 | -3.3% | 21,210 | -6.7% | 0.16% | -9.9% |
| Q4 2020 | $697,000 | +14.6% | 22,729 | 0.0% | 0.17% | +0.6% |
| Q3 2020 | $608,000 | +9.9% | 22,729 | 0.0% | 0.17% | +12.5% |
| Q2 2020 | $553,000 | +17.7% | 22,729 | 0.0% | 0.15% | +7.0% |
| Q1 2020 | $470,000 | -49.4% | 22,729 | -33.0% | 0.14% | -34.0% |
| Q4 2019 | $928,000 | -67.9% | 33,920 | -70.6% | 0.22% | -38.6% |
| Q3 2019 | $2,894,000 | +14.5% | 115,198 | +19.6% | 0.35% | -40.8% |
| Q2 2019 | $2,528,000 | +5.2% | 96,349 | +4.3% | 0.59% | 0.0% |
| Q1 2019 | $2,403,000 | +10.5% | 92,390 | 0.0% | 0.59% | -3.1% |
| Q4 2018 | $2,174,000 | -4.7% | 92,390 | +4.1% | 0.61% | -5.3% |
| Q3 2018 | $2,281,000 | +42.7% | 88,720 | +43.6% | 0.64% | +34.4% |
| Q2 2018 | $1,599,000 | +18.9% | 61,789 | +31.8% | 0.48% | +14.6% |
| Q1 2018 | $1,345,000 | +63.2% | 46,873 | +59.0% | 0.42% | +55.4% |
| Q4 2017 | $824,000 | – | 29,487 | – | 0.27% | – |
Download | ||||||
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% |