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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |