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 2022 | $664,000 | -10.9% | 29,657 | -0.8% | 0.17% | -1.2% |
| Q2 2022 | $745,000 | -6.8% | 29,885 | +3.9% | 0.17% | -15.3% |
| Q1 2022 | $799,000 | -0.5% | 28,773 | +6.2% | 0.20% | -9.0% |
| Q4 2021 | $803,000 | -0.2% | 27,103 | +2.6% | 0.22% | -14.9% |
| Q3 2021 | $805,000 | -3.0% | 26,414 | +4.6% | 0.26% | -1.1% |
| Q2 2021 | $830,000 | +6.3% | 25,247 | +2.8% | 0.26% | -3.3% |
| Q1 2021 | $781,000 | +5.0% | 24,566 | +1.1% | 0.27% | -1.8% |
| Q4 2020 | $744,000 | – | 24,288 | – | 0.28% | – |
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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% |