Cascade Investment Advisors, Inc. - SCHWAB STRATEGIC TR ownership

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
Cascade Investment Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$34,787,000
+32.5%
1,058
+28.1%
0.02%
+29.4%
Q1 2021$26,250,000
+35.7%
826
+30.9%
0.02%
+21.4%
Q4 2020$19,340,000
+77.6%
631
+55.0%
0.01%
+55.6%
Q3 2020$10,891,0004070.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 822,530$24,363,00014.99%
Holistic Financial Partners 510,600$15,124,0008.77%
Guardian Financial Partners, LLC 287,168$8,506,0008.12%
Heartwood Wealth Advisors LLC 1,553,111$46,003,0006.91%
Flower City Capital 239,068$7,084,000,0006.88%
Radnor Financial Advisors, LLC 623,355$18,464,0006.56%
Red Tortoise LLC 319,874$9,475,0006.55%
Jacobsen Capital Management 456,616$13,525,0006.40%
Hamilton Capital, LLC 2,587,966$76,656,0005.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 488,839$14,479,0005.95%
View complete list of SCHWAB STRATEGIC TR shareholders