SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $288,000 | +2.1% | 10,770 | -6.9% | 0.04% | -7.3% |
| Q2 2020 | $282,000 | -65.1% | 11,562 | -70.4% | 0.04% | -67.7% |
| Q1 2020 | $809,000 | -24.0% | 39,093 | +0.4% | 0.13% | -9.3% |
| Q4 2019 | $1,065,000 | -63.8% | 38,923 | -66.8% | 0.14% | -68.3% |
| Q3 2019 | $2,943,000 | -22.9% | 117,101 | -19.5% | 0.44% | -26.7% |
| Q2 2019 | $3,817,000 | -30.3% | 145,462 | -30.9% | 0.60% | -51.3% |
| Q1 2019 | $5,477,000 | +16.3% | 210,575 | +5.2% | 1.24% | -8.7% |
| Q4 2018 | $4,711,000 | -31.2% | 200,229 | -24.8% | 1.36% | -24.3% |
| Q3 2018 | $6,844,000 | +3.4% | 266,182 | +4.1% | 1.79% | -3.2% |
| Q2 2018 | $6,619,000 | +5.1% | 255,647 | +12.2% | 1.85% | +75.5% |
| Q1 2018 | $6,298,000 | +149.3% | 227,812 | +152.0% | 1.05% | +34.8% |
| Q4 2017 | $2,526,000 | +95.1% | 90,411 | +87.9% | 0.78% | +82.5% |
| Q3 2017 | $1,295,000 | +11.7% | 48,108 | +3.1% | 0.43% | +8.4% |
| Q2 2017 | $1,159,000 | -5.1% | 46,639 | -8.4% | 0.40% | -12.2% |
| Q1 2017 | $1,221,000 | +350.6% | 50,919 | +304.7% | 0.45% | +294.7% |
| Q4 2016 | $271,000 | – | 12,581 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |