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 2022 | $252,000 | +20.0% | 9,075 | +28.2% | 0.05% | +36.1% |
| Q4 2021 | $210,000 | -2.8% | 7,079 | 0.0% | 0.04% | -23.4% |
| Q3 2021 | $216,000 | +5.9% | 7,079 | +14.4% | 0.05% | +4.4% |
| Q2 2021 | $204,000 | -6.4% | 6,190 | -23.9% | 0.04% | -38.4% |
| Q3 2020 | $218,000 | +29.8% | 8,132 | 0.0% | 0.07% | -1.4% |
| Q1 2020 | $168,000 | -99.7% | 8,132 | -99.6% | 0.07% | -99.3% |
| Q4 2019 | $51,969,000 | +25375.0% | 1,898,759 | +23234.9% | 9.93% | +14722.4% |
| Q3 2019 | $204,000 | -4.2% | 8,137 | +0.1% | 0.07% | -1.5% |
| Q2 2019 | $213,000 | -35.1% | 8,132 | -35.5% | 0.07% | -38.2% |
| Q1 2019 | $328,000 | – | 12,604 | – | 0.11% | – |
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% |