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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $77,746 | -75.2% | 3,171 | -76.1% | 0.01% | -76.3% |
| Q4 2022 | $313,620 | -30.0% | 13,250 | -33.8% | 0.04% | -34.5% |
| Q3 2022 | $448,000 | -34.4% | 20,021 | -25.6% | 0.06% | -31.0% |
| Q2 2022 | $683,000 | -34.8% | 26,908 | -28.6% | 0.08% | -34.9% |
| Q1 2022 | $1,047,000 | -8.0% | 37,710 | -1.8% | 0.13% | -5.8% |
| Q4 2021 | $1,138,000 | +1.0% | 38,404 | +3.8% | 0.14% | -7.4% |
| Q3 2021 | $1,127,000 | -16.9% | 36,986 | -10.3% | 0.15% | -19.1% |
| Q2 2021 | $1,356,000 | +5.9% | 41,254 | +2.4% | 0.18% | -5.7% |
| Q1 2021 | $1,281,000 | +9.8% | 40,298 | +5.8% | 0.19% | +4.3% |
| Q4 2020 | $1,167,000 | +71.4% | 38,082 | +49.7% | 0.19% | +50.0% |
| Q3 2020 | $681,000 | +5138.5% | 25,447 | +5125.3% | 0.12% | +3000.0% |
| Q3 2017 | $13,000 | – | 487 | – | 0.00% | – |
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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% |