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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $139 | -99.9% | 5,913 | +38.7% | 0.00% | – |
| Q3 2022 | $95,000 | +37.7% | 4,264 | +53.9% | 0.00% | – |
| Q2 2022 | $69,000 | -56.6% | 2,771 | -51.8% | 0.00% | -100.0% |
| Q1 2022 | $159,000 | +224.5% | 5,745 | +243.6% | 0.00% | – |
| Q4 2021 | $49,000 | -7.5% | 1,672 | -4.8% | 0.00% | – |
| Q3 2021 | $53,000 | 0.0% | 1,757 | +5.8% | 0.00% | – |
| Q2 2021 | $53,000 | +71.0% | 1,660 | +65.8% | 0.00% | – |
| Q1 2021 | $31,000 | +138.5% | 1,001 | +131.2% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 433 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 433 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -52.2% | 433 | -60.2% | 0.00% | – |
| Q1 2020 | $23,000 | +64.3% | 1,089 | +112.3% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 513 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 513 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | – | 513 | – | 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% |