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 2021 | $2,053,000 | -15.0% | 67,366 | -8.3% | 1.15% | -15.0% |
| Q2 2021 | $2,416,000 | -10.5% | 73,472 | -13.5% | 1.35% | -17.1% |
| Q1 2021 | $2,700,000 | -13.1% | 84,957 | -16.2% | 1.63% | -21.6% |
| Q4 2020 | $3,108,000 | -57.7% | 101,399 | -63.1% | 2.08% | -62.9% |
| Q3 2020 | $7,344,000 | +10.5% | 274,440 | +0.5% | 5.60% | +1.9% |
| Q2 2020 | $6,648,000 | +5.2% | 272,999 | -10.6% | 5.50% | -12.6% |
| Q1 2020 | $6,319,000 | -25.1% | 305,411 | -1.0% | 6.29% | -2.7% |
| Q4 2019 | $8,441,000 | +10.0% | 308,411 | +1.0% | 6.47% | +4.8% |
| Q3 2019 | $7,674,000 | +1.2% | 305,383 | +5.7% | 6.17% | +0.7% |
| Q2 2019 | $7,581,000 | +10.9% | 288,915 | +10.0% | 6.13% | +3.6% |
| Q1 2019 | $6,833,000 | +13.9% | 262,707 | +3.0% | 5.92% | -15.8% |
| Q4 2018 | $5,999,000 | -6.1% | 254,967 | +2.6% | 7.03% | +8.1% |
| Q3 2018 | $6,390,000 | +14.4% | 248,542 | +15.2% | 6.50% | +26.3% |
| Q2 2018 | $5,585,000 | -0.9% | 215,712 | +9.9% | 5.15% | -3.8% |
| Q1 2018 | $5,633,000 | +5.7% | 196,276 | +2.9% | 5.35% | +5.0% |
| Q4 2017 | $5,330,000 | – | 190,756 | – | 5.10% | – |
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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% |