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 2022 | $2,148,000 | -77.9% | 95,919 | -74.9% | 0.06% | -77.9% |
| Q2 2022 | $9,705,000 | -25.6% | 382,385 | -18.6% | 0.27% | -12.0% |
| Q1 2022 | $13,046,000 | -10.1% | 469,772 | -4.1% | 0.31% | -16.5% |
| Q4 2021 | $14,504,000 | +9.0% | 489,674 | +12.1% | 0.37% | -6.8% |
| Q3 2021 | $13,312,000 | -5.5% | 436,756 | +2.0% | 0.40% | -20.4% |
| Q2 2021 | $14,084,000 | +35.1% | 428,344 | +30.5% | 0.50% | -5.0% |
| Q1 2021 | $10,428,000 | +18.5% | 328,119 | +14.3% | 0.52% | -20.0% |
| Q4 2020 | $8,798,000 | +40.5% | 287,046 | +22.7% | 0.66% | +16.1% |
| Q3 2020 | $6,261,000 | +66.3% | 233,955 | +51.3% | 0.56% | -0.4% |
| Q2 2020 | $3,766,000 | +87.4% | 154,650 | +64.9% | 0.57% | -1.9% |
| Q1 2020 | $2,010,000 | -40.2% | 93,802 | -23.6% | 0.58% | -59.8% |
| Q4 2019 | $3,360,000 | +73.9% | 122,754 | +59.7% | 1.44% | +52.3% |
| Q3 2019 | $1,932,000 | -37.1% | 76,880 | -34.3% | 0.94% | -45.3% |
| Q2 2019 | $3,070,000 | +58.2% | 116,995 | +56.8% | 1.73% | +12.3% |
| Q1 2019 | $1,940,000 | +7.8% | 74,603 | -2.5% | 1.54% | -14.9% |
| Q4 2018 | $1,800,000 | – | 76,505 | – | 1.81% | – |
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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% |