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 | $254,000 | -33.3% | 11,361 | -24.4% | 0.02% | -32.3% |
| Q2 2022 | $381,000 | -50.6% | 15,018 | -45.9% | 0.03% | -39.2% |
| Q1 2022 | $771,000 | -6.2% | 27,757 | -0.0% | 0.05% | -1.9% |
| Q4 2021 | $822,000 | -3.1% | 27,762 | +0.1% | 0.05% | -8.8% |
| Q3 2021 | $848,000 | -8.7% | 27,721 | -1.9% | 0.06% | -8.1% |
| Q2 2021 | $929,000 | +6.3% | 28,260 | +2.8% | 0.06% | 0.0% |
| Q1 2021 | $874,000 | -15.1% | 27,488 | -18.1% | 0.06% | -11.4% |
| Q4 2020 | $1,029,000 | +5.4% | 33,578 | -7.9% | 0.07% | -15.7% |
| Q3 2020 | $976,000 | -1.4% | 36,459 | -10.4% | 0.08% | -11.7% |
| Q2 2020 | $990,000 | -35.3% | 40,669 | -45.0% | 0.09% | -56.9% |
| Q1 2020 | $1,530,000 | +5.2% | 73,931 | +39.2% | 0.22% | +40.6% |
| Q4 2019 | $1,454,000 | +2.8% | 53,121 | -5.6% | 0.16% | -3.7% |
| Q3 2019 | $1,414,000 | -5.8% | 56,285 | -1.6% | 0.16% | -7.5% |
| Q2 2019 | $1,501,000 | +0.9% | 57,196 | 0.0% | 0.17% | -5.9% |
| Q1 2019 | $1,488,000 | +22.1% | 57,196 | +10.4% | 0.18% | +11.4% |
| Q4 2018 | $1,219,000 | +11.6% | 51,795 | +22.0% | 0.17% | +36.1% |
| Q3 2018 | $1,092,000 | +6.8% | 42,463 | +6.4% | 0.12% | -1.6% |
| Q2 2018 | $1,022,000 | -2.3% | 39,927 | +9.6% | 0.12% | -8.8% |
| Q1 2018 | $1,046,000 | +121.1% | 36,427 | +115.1% | 0.14% | +109.2% |
| Q4 2017 | $473,000 | – | 16,936 | – | 0.06% | – |
Download | ||||||
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% |