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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $430,000 | +2.1% | 13,530 | -1.4% | 0.11% | -7.6% |
| Q4 2020 | $421,000 | +19.3% | 13,723 | +4.2% | 0.12% | +2.6% |
| Q3 2020 | $353,000 | +4.1% | 13,174 | -5.4% | 0.12% | -3.3% |
| Q2 2020 | $339,000 | +7.3% | 13,923 | -8.8% | 0.12% | -12.4% |
| Q1 2020 | $316,000 | -18.6% | 15,272 | +7.6% | 0.14% | +7.9% |
| Q4 2019 | $388,000 | +13.5% | 14,191 | +4.2% | 0.13% | +5.0% |
| Q3 2019 | $342,000 | -0.6% | 13,617 | +3.7% | 0.12% | -4.0% |
| Q2 2019 | $344,000 | +21.6% | 13,127 | +20.6% | 0.13% | +18.9% |
| Q1 2019 | $283,000 | +1.8% | 10,889 | -7.9% | 0.11% | -8.6% |
| Q4 2018 | $278,000 | – | 11,817 | – | 0.12% | – |
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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% |