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 | $1,349,000 | -82.8% | 60,220 | -80.5% | 0.22% | -85.2% |
| Q2 2022 | $7,838,000 | +10.1% | 308,838 | +20.4% | 1.51% | +22.4% |
| Q1 2022 | $7,120,000 | +17.8% | 256,422 | +25.7% | 1.23% | +18.2% |
| Q4 2021 | $6,042,000 | -2.6% | 203,998 | +0.3% | 1.04% | -63.5% |
| Q3 2021 | $6,202,000 | +7.1% | 203,478 | +15.5% | 2.85% | -1.8% |
| Q2 2021 | $5,792,000 | +22.1% | 176,161 | +18.0% | 2.91% | -3.3% |
| Q1 2021 | $4,743,000 | +16.0% | 149,269 | +11.9% | 3.01% | +1.7% |
| Q4 2020 | $4,088,000 | – | 133,398 | – | 2.96% | – |
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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% |