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 2023 | $287,209 | -2.8% | 11,997 | 0.0% | 0.17% | +9.9% |
| Q2 2023 | $295,487 | -0.6% | 11,997 | -1.1% | 0.15% | -6.8% |
| Q1 2023 | $297,306 | +103490.9% | 12,125 | 0.0% | 0.16% | +1.2% |
| Q4 2022 | $287 | -99.9% | 12,125 | +1.5% | 0.16% | -1.8% |
| Q3 2022 | $268,000 | -11.0% | 11,946 | +0.6% | 0.16% | -6.3% |
| Q2 2022 | $301,000 | -4.1% | 11,871 | +5.1% | 0.17% | +10.1% |
| Q1 2022 | $314,000 | +12.5% | 11,299 | +19.8% | 0.16% | +12.1% |
| Q4 2021 | $279,000 | -0.4% | 9,434 | +2.7% | 0.14% | -7.8% |
| Q3 2021 | $280,000 | -1.1% | 9,185 | +6.8% | 0.15% | +3.4% |
| Q2 2021 | $283,000 | +3.7% | 8,599 | 0.0% | 0.15% | -2.0% |
| Q1 2021 | $273,000 | +5.8% | 8,599 | +2.3% | 0.15% | -1.3% |
| Q4 2020 | $258,000 | +14.7% | 8,408 | 0.0% | 0.15% | +0.7% |
| Q3 2020 | $225,000 | +19.0% | 8,408 | +8.6% | 0.15% | +8.6% |
| Q2 2020 | $189,000 | +36.0% | 7,743 | +15.3% | 0.14% | +12.9% |
| Q1 2020 | $139,000 | -25.7% | 6,718 | -1.8% | 0.12% | -6.1% |
| Q4 2019 | $187,000 | +8.7% | 6,843 | 0.0% | 0.13% | +0.8% |
| Q3 2019 | $172,000 | +2.4% | 6,843 | +7.0% | 0.13% | +1.6% |
| Q2 2019 | $168,000 | +2.4% | 6,395 | +1.6% | 0.13% | +0.8% |
| Q1 2019 | $164,000 | +13.1% | 6,295 | +2.4% | 0.13% | +3.2% |
| Q4 2018 | $145,000 | +29.5% | 6,145 | +41.4% | 0.12% | +36.3% |
| Q3 2018 | $112,000 | +3633.3% | 4,345 | +4245.0% | 0.09% | +4450.0% |
| Q2 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | – | 100 | – | 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% |