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 | $2,719,305 | -2.9% | 113,605 | -0.0% | 0.11% | -3.4% |
| Q2 2023 | $2,799,580 | -2.8% | 113,650 | -3.2% | 0.12% | -12.7% |
| Q1 2023 | $2,880,188 | +5.4% | 117,444 | +1.7% | 0.13% | -4.3% |
| Q4 2022 | $2,732,981 | -2.9% | 115,473 | -8.1% | 0.14% | -11.4% |
| Q3 2022 | $2,814,000 | -22.3% | 125,592 | -12.0% | 0.16% | -20.6% |
| Q2 2022 | $3,623,000 | +25.4% | 142,723 | +37.2% | 0.20% | +17.8% |
| Q1 2022 | $2,890,000 | -0.6% | 104,061 | +6.0% | 0.17% | -6.1% |
| Q4 2021 | $2,908,000 | -6.6% | 98,170 | -3.9% | 0.18% | -16.3% |
| Q3 2021 | $3,113,000 | -7.7% | 102,128 | -0.4% | 0.22% | -13.7% |
| Q2 2021 | $3,372,000 | +516.5% | 102,569 | +495.5% | 0.25% | +369.8% |
| Q1 2021 | $547,000 | -51.4% | 17,224 | -53.1% | 0.05% | -54.7% |
| Q4 2020 | $1,126,000 | -19.5% | 36,726 | -29.7% | 0.12% | -32.0% |
| Q3 2020 | $1,398,000 | -32.0% | 52,220 | -38.2% | 0.17% | -49.0% |
| Q2 2020 | $2,056,000 | -40.9% | 84,446 | -49.8% | 0.34% | -63.4% |
| Q1 2020 | $3,479,000 | -19.2% | 168,123 | +6.9% | 0.92% | -3.9% |
| Q4 2019 | $4,305,000 | +23.0% | 157,256 | +12.9% | 0.96% | +13.5% |
| Q3 2019 | $3,501,000 | +6.1% | 139,304 | +10.8% | 0.84% | +1.9% |
| Q2 2019 | $3,300,000 | +0.0% | 125,778 | -0.8% | 0.83% | -21.0% |
| Q1 2019 | $3,299,000 | +10.7% | 126,834 | +0.1% | 1.05% | -5.7% |
| Q4 2018 | $2,980,000 | – | 126,665 | – | 1.11% | – |
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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% |