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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $956,000 | +26.1% | 34,970 | +16.2% | 0.01% | +16.7% |
| Q3 2019 | $758,000 | -6.0% | 30,104 | -1.9% | 0.01% | 0.0% |
| Q2 2019 | $806,000 | +8.8% | 30,690 | +7.8% | 0.01% | 0.0% |
| Q1 2019 | $741,000 | +16.5% | 28,460 | +5.2% | 0.01% | 0.0% |
| Q4 2018 | $636,000 | -20.7% | 27,061 | -13.3% | 0.01% | -25.0% |
| Q3 2018 | $802,000 | -11.5% | 31,211 | -10.8% | 0.01% | -33.3% |
| Q2 2018 | $906,000 | -7.6% | 35,000 | +2.5% | 0.01% | -7.7% |
| Q1 2018 | $981,000 | +14.6% | 34,162 | +11.5% | 0.01% | +18.2% |
| Q4 2017 | $856,000 | +23.0% | 30,652 | +18.6% | 0.01% | 0.0% |
| Q3 2017 | $696,000 | +50.0% | 25,838 | +38.8% | 0.01% | +37.5% |
| Q2 2017 | $464,000 | +99.1% | 18,619 | +92.0% | 0.01% | +60.0% |
| Q1 2017 | $233,000 | -56.3% | 9,696 | -60.8% | 0.01% | -58.3% |
| Q4 2016 | $533,000 | +887.0% | 24,744 | +960.6% | 0.01% | +1100.0% |
| Q3 2016 | $54,000 | -6.9% | 2,333 | -19.2% | 0.00% | -50.0% |
| Q2 2016 | $58,000 | – | 2,889 | – | 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% |