SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $227,000 | -12.4% | 7,509 | -6.6% | 0.08% | -11.8% |
| Q2 2021 | $259,000 | -19.8% | 8,036 | -20.9% | 0.09% | -26.8% |
| Q1 2021 | $323,000 | -11.3% | 10,161 | -14.0% | 0.13% | -19.6% |
| Q4 2020 | $364,000 | -3.2% | 11,819 | -15.9% | 0.16% | -15.1% |
| Q3 2020 | $376,000 | +8.0% | 14,046 | -1.8% | 0.19% | +2.2% |
| Q2 2020 | $348,000 | +10.8% | 14,310 | -5.8% | 0.18% | -5.2% |
| Q1 2020 | $314,000 | -26.5% | 15,189 | -2.4% | 0.19% | -6.8% |
| Q4 2019 | $427,000 | +13.9% | 15,566 | +4.7% | 0.21% | +5.1% |
| Q3 2019 | $375,000 | -3.8% | 14,865 | +1.1% | 0.20% | -2.0% |
| Q2 2019 | $390,000 | +1.6% | 14,703 | -0.3% | 0.20% | -0.5% |
| Q1 2019 | $384,000 | +6.1% | 14,754 | +0.3% | 0.20% | -1.0% |
| Q4 2018 | $362,000 | +7.4% | 14,707 | +13.0% | 0.20% | +11.5% |
| Q2 2018 | $337,000 | – | 13,020 | – | 0.18% | – |
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% |