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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $149,000 | -6.3% | 5,380 | +0.0% | 0.05% | -4.1% |
| Q4 2021 | $159,000 | -1.9% | 5,379 | +1.2% | 0.05% | -12.5% |
| Q3 2021 | $162,000 | -11.5% | 5,314 | -4.4% | 0.06% | -12.5% |
| Q2 2021 | $183,000 | +4.0% | 5,557 | +0.3% | 0.06% | -5.9% |
| Q1 2021 | $176,000 | +125.6% | 5,538 | +118.3% | 0.07% | +94.3% |
| Q4 2020 | $78,000 | +14.7% | 2,537 | +0.2% | 0.04% | +2.9% |
| Q3 2020 | $68,000 | +9.7% | 2,533 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $62,000 | +19.2% | 2,533 | +1.4% | 0.03% | -2.9% |
| Q1 2020 | $52,000 | -23.5% | 2,499 | 0.0% | 0.03% | -12.8% |
| Q4 2019 | $68,000 | +7.9% | 2,499 | +0.2% | 0.04% | +2.6% |
| Q3 2019 | $63,000 | -11.3% | 2,493 | -7.5% | 0.04% | -11.6% |
| Q2 2019 | $71,000 | +39.2% | 2,696 | +38.2% | 0.04% | +30.3% |
| Q1 2019 | $51,000 | +54.5% | 1,951 | +37.7% | 0.03% | +37.5% |
| Q4 2018 | $33,000 | -5.7% | 1,417 | 0.0% | 0.02% | +4.3% |
| Q3 2018 | $35,000 | +105.9% | 1,417 | +116.0% | 0.02% | +76.9% |
| Q2 2018 | $17,000 | +325.0% | 656 | +346.3% | 0.01% | +333.3% |
| Q1 2018 | $4,000 | – | 147 | – | 0.00% | – |
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% |