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 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders