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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,066,617 | +6.7% | 165,849 | +3.0% | 1.46% | +2.3% |
| Q4 2022 | $3,813,000 | +10.8% | 161,090 | +4.8% | 1.42% | +0.4% |
| Q3 2022 | $3,442,000 | -12.7% | 153,667 | -1.1% | 1.42% | -7.7% |
| Q2 2022 | $3,944,000 | -7.8% | 155,417 | +0.9% | 1.54% | +2.9% |
| Q1 2022 | $4,276,000 | -5.8% | 154,004 | +0.5% | 1.49% | -2.4% |
| Q4 2021 | $4,538,000 | -2.6% | 153,202 | +0.3% | 1.53% | -9.7% |
| Q3 2021 | $4,657,000 | -7.0% | 152,781 | +0.3% | 1.69% | -8.4% |
| Q2 2021 | $5,007,000 | +4.9% | 152,281 | +1.4% | 1.85% | -1.4% |
| Q1 2021 | $4,775,000 | +3.8% | 150,250 | +0.1% | 1.88% | -5.5% |
| Q4 2020 | $4,599,000 | +15.3% | 150,045 | +0.7% | 1.98% | +1.7% |
| Q3 2020 | $3,989,000 | +10.7% | 149,047 | +0.7% | 1.95% | +3.6% |
| Q2 2020 | $3,603,000 | +8.0% | 147,966 | -8.2% | 1.88% | -3.3% |
| Q1 2020 | $3,335,000 | -0.4% | 161,193 | +31.8% | 1.95% | +24.1% |
| Q4 2019 | $3,348,000 | +9.7% | 122,338 | +0.7% | 1.57% | +1.3% |
| Q3 2019 | $3,053,000 | -4.2% | 121,495 | +0.0% | 1.55% | -5.9% |
| Q2 2019 | $3,187,000 | +2.6% | 121,464 | +1.7% | 1.65% | -2.4% |
| Q1 2019 | $3,107,000 | +12.1% | 119,445 | +1.4% | 1.69% | -2.4% |
| Q4 2018 | $2,772,000 | -1.7% | 117,795 | +7.4% | 1.73% | +6.1% |
| Q3 2018 | $2,819,000 | +1.4% | 109,663 | +2.2% | 1.63% | -5.2% |
| Q2 2018 | $2,779,000 | -13.6% | 107,338 | -4.3% | 1.72% | -13.0% |
| Q1 2018 | $3,218,000 | +6.1% | 112,138 | +3.3% | 1.97% | +6.3% |
| Q4 2017 | $3,033,000 | +4.3% | 108,553 | +0.5% | 1.86% | -0.7% |
| Q3 2017 | $2,908,000 | +9.2% | 108,057 | +0.9% | 1.87% | +3.6% |
| Q2 2017 | $2,662,000 | +7.3% | 107,132 | +3.5% | 1.80% | +1.3% |
| Q1 2017 | $2,480,000 | +18.7% | 103,482 | +6.8% | 1.78% | +11.2% |
| Q4 2016 | $2,089,000 | – | 96,887 | – | 1.60% | – |
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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% |