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 | $530,405 | -6.0% | 22,156 | -3.3% | 0.27% | -2.9% |
| Q2 2023 | $564,461 | -2.5% | 22,918 | -3.0% | 0.28% | -10.8% |
| Q1 2023 | $579,179 | +1.6% | 23,621 | -1.9% | 0.31% | -7.6% |
| Q4 2022 | $570,084 | +6.2% | 24,085 | +0.5% | 0.34% | -9.8% |
| Q3 2022 | $537,000 | +16.7% | 23,974 | +32.3% | 0.38% | +16.7% |
| Q2 2022 | $460,000 | -14.2% | 18,115 | -6.1% | 0.32% | -4.2% |
| Q1 2022 | $536,000 | +0.8% | 19,297 | +7.4% | 0.34% | +1.2% |
| Q4 2021 | $532,000 | +0.6% | 17,962 | +3.5% | 0.33% | -1.2% |
| Q3 2021 | $529,000 | -2.9% | 17,356 | +4.8% | 0.34% | -4.8% |
| Q2 2021 | $545,000 | +146.6% | 16,565 | +138.7% | 0.35% | +124.1% |
| Q1 2021 | $221,000 | +110.5% | 6,939 | +102.5% | 0.16% | +85.9% |
| Q4 2020 | $105,000 | – | 3,426 | – | 0.08% | – |
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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% |