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 | $651,473 | -1.9% | 26,450 | -2.3% | 0.13% | -6.6% |
| Q1 2023 | $663,815 | -0.5% | 27,072 | -3.9% | 0.14% | -4.9% |
| Q4 2022 | $667,032 | +1.8% | 28,181 | -3.6% | 0.14% | -6.5% |
| Q3 2022 | $655,000 | -17.0% | 29,242 | -5.9% | 0.15% | -5.0% |
| Q2 2022 | $789,000 | -12.1% | 31,084 | -3.9% | 0.16% | +7.3% |
| Q1 2022 | $898,000 | -7.5% | 32,349 | -1.4% | 0.15% | -3.2% |
| Q4 2021 | $971,000 | -10.2% | 32,796 | -7.5% | 0.16% | -44.0% |
| Q3 2021 | $1,081,000 | -18.3% | 35,471 | -11.9% | 0.28% | -18.8% |
| Q2 2021 | $1,323,000 | +2.9% | 40,248 | -0.5% | 0.34% | -22.3% |
| Q1 2021 | $1,286,000 | -29.9% | 40,457 | -32.4% | 0.44% | +13.7% |
| Q4 2020 | $1,835,000 | +29.5% | 59,882 | +13.1% | 0.39% | -38.6% |
| Q3 2020 | $1,417,000 | -10.1% | 52,936 | -18.2% | 0.63% | -23.6% |
| Q2 2020 | $1,576,000 | +14.9% | 64,742 | -2.3% | 0.82% | -8.5% |
| Q1 2020 | $1,372,000 | +23.8% | 66,296 | +63.8% | 0.90% | +28.4% |
| Q4 2019 | $1,108,000 | – | 40,466 | – | 0.70% | – |
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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% |