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 | $1,195,564 | -5.8% | 49,940 | -3.1% | 0.54% | -3.7% |
| Q2 2023 | $1,269,282 | -0.3% | 51,534 | -0.7% | 0.56% | +3.5% |
| Q1 2023 | $1,273,005 | +2.9% | 51,917 | -0.7% | 0.54% | -0.9% |
| Q4 2022 | $1,237,397 | +48.9% | 52,277 | +41.0% | 0.55% | +37.0% |
| Q3 2022 | $831,000 | -12.7% | 37,082 | -1.1% | 0.40% | -8.5% |
| Q2 2022 | $952,000 | -37.5% | 37,491 | -31.7% | 0.44% | -30.5% |
| Q1 2022 | $1,524,000 | +188.6% | 54,869 | +207.8% | 0.63% | +208.3% |
| Q4 2021 | $528,000 | -38.7% | 17,829 | -36.9% | 0.20% | -41.7% |
| Q3 2021 | $861,000 | +20.4% | 28,238 | +29.8% | 0.35% | +19.5% |
| Q2 2021 | $715,000 | -20.6% | 21,758 | -23.3% | 0.29% | -26.8% |
| Q1 2021 | $901,000 | +63.5% | 28,359 | +57.8% | 0.40% | +55.6% |
| Q4 2020 | $551,000 | – | 17,971 | – | 0.26% | – |
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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% |