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 | $329,223 | -16.1% | 13,752 | -13.7% | 0.00% | -25.0% |
| Q2 2023 | $392,307 | -38.3% | 15,928 | -38.6% | 0.00% | -42.9% |
| Q1 2023 | $635,989 | +79.8% | 25,938 | +73.6% | 0.01% | +133.3% |
| Q4 2022 | $353,653 | -99.9% | 14,941 | -43.3% | 0.00% | 0.0% |
| Q3 2022 | $295,295,000 | +104614.5% | 26,364 | +137.1% | 0.00% | 0.0% |
| Q2 2022 | $282,000 | -22.3% | 11,119 | -15.0% | 0.00% | -25.0% |
| Q1 2022 | $363,000 | -11.2% | 13,078 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $409,000 | -44.3% | 13,804 | -42.7% | 0.00% | -42.9% |
| Q3 2021 | $734,000 | +60.3% | 24,085 | +72.9% | 0.01% | +40.0% |
| Q2 2021 | $458,000 | -12.8% | 13,932 | -15.6% | 0.01% | -28.6% |
| Q1 2021 | $525,000 | -37.4% | 16,515 | -39.6% | 0.01% | -30.0% |
| Q4 2020 | $839,000 | -99.6% | 27,332 | +20450.4% | 0.01% | +150.0% |
| Q3 2020 | $230,000,000 | – | 133 | – | 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% |