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 | $430,393 | -2.8% | 17,978 | 0.0% | 0.04% | -21.4% |
| Q2 2023 | $442,798 | -12.1% | 17,978 | -12.5% | 0.06% | -33.3% |
| Q1 2023 | $503,592 | +13.9% | 20,538 | +9.9% | 0.08% | +3.7% |
| Q4 2022 | $442,274 | -5.9% | 18,685 | -11.0% | 0.08% | -29.6% |
| Q3 2022 | $470,000 | -38.4% | 21,000 | -30.2% | 0.12% | -31.5% |
| Q2 2022 | $763,000 | -11.1% | 30,067 | -2.6% | 0.17% | -5.1% |
| Q1 2022 | $858,000 | -5.0% | 30,885 | +1.4% | 0.18% | -8.3% |
| Q4 2021 | $903,000 | -18.4% | 30,471 | -16.0% | 0.19% | -31.6% |
| Q3 2021 | $1,106,000 | +0.5% | 36,273 | +8.3% | 0.28% | -6.0% |
| Q2 2021 | $1,101,000 | +9.2% | 33,482 | +5.6% | 0.30% | -33.3% |
| Q1 2021 | $1,008,000 | +5.5% | 31,711 | +1.8% | 0.45% | -3.4% |
| Q4 2020 | $955,000 | +15.3% | 31,162 | +0.7% | 0.47% | +1.3% |
| Q3 2020 | $828,000 | +6.6% | 30,951 | -3.0% | 0.46% | +11.4% |
| Q2 2020 | $777,000 | +25.5% | 31,902 | +6.7% | 0.41% | +0.2% |
| Q1 2020 | $619,000 | +0.5% | 29,898 | +32.9% | 0.41% | +9.6% |
| Q4 2019 | $616,000 | – | 22,504 | – | 0.38% | – |
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% |