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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $16,512,600 | +1.7% | 670,426 | +1.3% | 3.56% | -3.1% |
| Q1 2023 | $16,232,775 | -12.9% | 662,022 | -20.5% | 3.68% | -32.0% |
| Q4 2022 | $18,642,606 | -0.0% | 832,259 | 0.0% | 5.41% | 0.0% |
| Q3 2022 | $18,643,000 | -10.0% | 832,259 | +2.0% | 5.41% | -4.7% |
| Q2 2022 | $20,710,000 | -6.6% | 815,979 | +2.2% | 5.68% | +8.8% |
| Q1 2022 | $22,182,000 | -3.8% | 798,791 | +2.6% | 5.22% | +1.1% |
| Q4 2021 | $23,065,000 | +3.8% | 778,687 | +6.9% | 5.16% | -3.6% |
| Q3 2021 | $22,211,000 | -4.2% | 728,703 | +3.3% | 5.35% | -3.1% |
| Q2 2021 | $23,196,000 | +9.2% | 705,474 | +5.6% | 5.52% | +0.7% |
| Q1 2021 | $21,240,000 | +2.5% | 668,351 | -1.1% | 5.48% | -3.5% |
| Q4 2020 | $20,720,000 | +4.5% | 676,021 | -7.9% | 5.68% | -2.1% |
| Q3 2020 | $19,834,000 | +5.0% | 733,789 | -1.8% | 5.80% | -0.6% |
| Q2 2020 | $18,882,000 | +21.9% | 747,194 | -0.2% | 5.84% | +21.1% |
| Q1 2020 | $15,489,000 | +52.4% | 748,658 | +101.6% | 4.82% | +58.6% |
| Q4 2019 | $10,165,000 | +26.3% | 371,421 | +15.9% | 3.04% | +11.9% |
| Q3 2019 | $8,050,000 | +14.5% | 320,340 | +19.6% | 2.72% | +4.6% |
| Q2 2019 | $7,031,000 | +31.3% | 267,937 | +30.2% | 2.60% | +10.2% |
| Q1 2019 | $5,353,000 | +102.3% | 205,810 | +83.0% | 2.36% | +54.0% |
| Q4 2018 | $2,646,000 | – | 112,473 | – | 1.53% | – |
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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% |