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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,412 | -30.6% | 14,470 | -28.6% | 0.14% | -30.6% |
| Q2 2023 | $499,004 | -7.7% | 20,260 | -8.1% | 0.21% | -13.8% |
| Q1 2023 | $540,666 | +1.9% | 22,050 | -1.6% | 0.24% | -5.5% |
| Q4 2022 | $530,326 | -36.9% | 22,405 | -40.2% | 0.25% | -41.8% |
| Q3 2022 | $840,000 | -28.0% | 37,485 | -18.4% | 0.44% | -24.9% |
| Q2 2022 | $1,166,000 | -15.8% | 45,957 | -7.8% | 0.58% | -1.0% |
| Q1 2022 | $1,384,000 | -28.5% | 49,829 | -23.8% | 0.58% | -27.9% |
| Q4 2021 | $1,936,000 | -1.7% | 65,360 | +1.1% | 0.81% | -11.0% |
| Q3 2021 | $1,970,000 | -5.6% | 64,617 | -1.5% | 0.91% | -6.3% |
| Q2 2021 | $2,087,000 | +51.0% | 65,573 | +50.7% | 0.97% | +37.1% |
| Q1 2021 | $1,382,000 | +153.6% | 43,501 | +144.8% | 0.71% | +137.1% |
| Q4 2020 | $545,000 | -60.1% | 17,770 | -66.3% | 0.30% | -76.2% |
| Q2 2018 | $1,365,000 | -3.7% | 52,732 | +6.8% | 1.26% | -10.5% |
| Q1 2018 | $1,417,000 | +40.0% | 49,360 | +36.3% | 1.40% | +28.7% |
| Q4 2017 | $1,012,000 | – | 36,205 | – | 1.09% | – |
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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% |