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 | $501,447 | -2.8% | 20,946 | 0.0% | 0.22% | +5.4% |
| Q2 2023 | $515,900 | +0.4% | 20,946 | -0.0% | 0.20% | -5.6% |
| Q1 2023 | $513,841 | +3.6% | 20,956 | 0.0% | 0.22% | -4.0% |
| Q4 2022 | $496,029 | -6.9% | 20,956 | -12.0% | 0.22% | -15.7% |
| Q3 2022 | $533,000 | -12.6% | 23,816 | -0.9% | 0.27% | -7.6% |
| Q2 2022 | $610,000 | +3.7% | 24,034 | +13.5% | 0.29% | +14.7% |
| Q1 2022 | $588,000 | -4.9% | 21,174 | +1.5% | 0.25% | -21.5% |
| Q4 2021 | $618,000 | -2.8% | 20,862 | -0.0% | 0.32% | -10.6% |
| Q3 2021 | $636,000 | -7.3% | 20,866 | 0.0% | 0.36% | -4.5% |
| Q2 2021 | $686,000 | +3.5% | 20,866 | 0.0% | 0.38% | -10.3% |
| Q1 2021 | $663,000 | -1.2% | 20,866 | -4.7% | 0.42% | -6.9% |
| Q4 2020 | $671,000 | +13.0% | 21,895 | -1.3% | 0.45% | -3.8% |
| Q3 2020 | $594,000 | +7.0% | 22,193 | -2.6% | 0.47% | -2.5% |
| Q2 2020 | $555,000 | +24.4% | 22,786 | +5.7% | 0.48% | +7.9% |
| Q1 2020 | $446,000 | -2.6% | 21,552 | +28.8% | 0.44% | +9.9% |
| Q4 2019 | $458,000 | – | 16,734 | – | 0.40% | – |
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% |