SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $232,000 | -94.4% | 7,652 | -94.3% | 0.10% | -95.2% |
| Q3 2021 | $4,160,000 | -42.0% | 134,232 | -41.2% | 2.20% | -33.5% |
| Q2 2021 | $7,175,000 | +988.8% | 228,355 | +996.8% | 3.31% | +900.3% |
| Q1 2021 | $659,000 | +209.4% | 20,821 | +210.0% | 0.33% | +156.6% |
| Q4 2020 | $213,000 | -34.5% | 6,717 | -43.1% | 0.13% | -10.4% |
| Q4 2019 | $325,000 | -89.3% | 11,797 | -90.2% | 0.14% | -94.6% |
| Q3 2019 | $3,030,000 | -44.1% | 120,585 | -45.0% | 2.68% | -47.3% |
| Q2 2019 | $5,417,000 | +3.8% | 219,401 | +9.4% | 5.09% | -9.4% |
| Q1 2019 | $5,218,000 | +14.9% | 200,607 | +4.0% | 5.62% | -11.0% |
| Q4 2018 | $4,540,000 | -12.0% | 192,930 | -3.9% | 6.31% | +26.5% |
| Q3 2018 | $5,159,000 | +9.5% | 200,675 | +10.2% | 4.99% | +8.5% |
| Q2 2018 | $4,713,000 | -4.6% | 182,031 | +5.7% | 4.60% | -14.2% |
| Q1 2018 | $4,941,000 | +5.7% | 172,153 | +2.9% | 5.36% | +18.9% |
| Q4 2017 | $4,674,000 | +4.0% | 167,301 | +0.2% | 4.51% | +13.0% |
| Q3 2017 | $4,493,000 | – | 166,950 | – | 3.99% | – |
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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% |