SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,480,000 | -1.5% | 71,545 | +30.3% | 0.55% | +6.1% |
| Q4 2019 | $1,503,000 | +29.3% | 54,896 | +18.8% | 0.52% | +15.0% |
| Q3 2019 | $1,162,000 | +88.6% | 46,221 | +96.9% | 0.45% | +70.0% |
| Q2 2019 | $616,000 | -0.5% | 23,469 | -1.4% | 0.27% | -11.6% |
| Q1 2019 | $619,000 | -1.3% | 23,812 | -10.7% | 0.30% | -11.7% |
| Q4 2018 | $627,000 | +165.7% | 26,661 | +189.9% | 0.34% | +89.0% |
| Q3 2018 | $236,000 | +16.8% | 9,196 | +17.7% | 0.18% | -1.6% |
| Q2 2018 | $202,000 | – | 7,814 | – | 0.18% | – |
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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% |