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 | $4,609,139 | -3.7% | 192,529 | -0.9% | 0.65% | +1.1% |
| Q2 2023 | $4,787,461 | +6.2% | 194,375 | +5.7% | 0.64% | -2.4% |
| Q1 2023 | $4,507,618 | +8.8% | 183,834 | +5.0% | 0.66% | +1.2% |
| Q4 2022 | $4,143,000 | +11.6% | 175,042 | +5.6% | 0.65% | +6.9% |
| Q3 2022 | $3,712,000 | +10.9% | 165,720 | +25.7% | 0.61% | +41.4% |
| Q2 2022 | $3,347,000 | -9.6% | 131,873 | -1.1% | 0.43% | -20.3% |
| Q1 2022 | $3,701,000 | +7.0% | 133,283 | +14.1% | 0.54% | +10.8% |
| Q4 2021 | $3,460,000 | +3.6% | 116,828 | +6.6% | 0.49% | -4.7% |
| Q3 2021 | $3,339,000 | +8.4% | 109,548 | +17.0% | 0.51% | +3.0% |
| Q2 2021 | $3,079,000 | +17.2% | 93,645 | +13.2% | 0.50% | +6.4% |
| Q1 2021 | $2,628,000 | +42.7% | 82,696 | +37.7% | 0.47% | +24.5% |
| Q4 2020 | $1,841,000 | – | 60,071 | – | 0.38% | – |
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% |