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 | $31,290 | -25.9% | 1,307 | -23.8% | 0.01% | -30.0% |
| Q2 2023 | $42,241 | +0.4% | 1,715 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $42,052 | -14.5% | 1,715 | -17.4% | 0.01% | -21.4% |
| Q4 2022 | $49,163 | +4.6% | 2,077 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $47,000 | -11.3% | 2,077 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $53,000 | -8.6% | 2,077 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $58,000 | -28.4% | 2,077 | -24.2% | 0.02% | -32.0% |
| Q4 2021 | $81,000 | -3.6% | 2,740 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $84,000 | -30.6% | 2,740 | -25.6% | 0.03% | -31.7% |
| Q2 2021 | $121,000 | +3.4% | 3,685 | 0.0% | 0.04% | -10.9% |
| Q1 2021 | $117,000 | +3.5% | 3,685 | 0.0% | 0.05% | -4.2% |
| Q4 2020 | $113,000 | +11200.0% | 3,685 | +7270.0% | 0.05% | – |
| Q3 2020 | $1,000 | – | 50 | – | 0.00% | – |
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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% |