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 | $768,448 | -4.1% | 32,099 | -1.3% | 0.55% | -0.7% |
| Q2 2023 | $800,941 | +0.2% | 32,518 | -0.2% | 0.56% | -6.4% |
| Q1 2023 | $799,210 | +0.6% | 32,594 | -2.9% | 0.60% | -8.3% |
| Q4 2022 | $794,606 | -16.5% | 33,570 | -21.0% | 0.65% | -26.0% |
| Q3 2022 | $952,000 | -13.8% | 42,502 | -2.4% | 0.88% | -20.2% |
| Q2 2022 | $1,105,000 | -9.4% | 43,527 | -0.9% | 1.10% | +11.9% |
| Q1 2022 | $1,220,000 | -47.3% | 43,920 | -43.8% | 0.98% | -43.8% |
| Q4 2021 | $2,317,000 | -24.2% | 78,209 | -22.0% | 1.75% | -28.2% |
| Q3 2021 | $3,057,000 | -7.1% | 100,291 | +0.2% | 2.44% | -5.1% |
| Q2 2021 | $3,290,000 | +2.0% | 100,047 | -1.4% | 2.57% | -4.2% |
| Q1 2021 | $3,224,000 | +178.7% | 101,456 | +168.8% | 2.68% | +150.2% |
| Q4 2020 | $1,157,000 | +11.0% | 37,745 | -3.0% | 1.07% | -3.8% |
| Q3 2020 | $1,042,000 | -0.5% | 38,932 | -9.4% | 1.11% | -7.3% |
| Q2 2020 | $1,047,000 | +25.8% | 42,989 | +7.0% | 1.20% | +4.4% |
| Q1 2020 | $832,000 | -62.5% | 40,193 | -50.4% | 1.15% | -49.4% |
| Q4 2019 | $2,220,000 | – | 81,108 | – | 2.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |