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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $280 | -99.9% | 11,812 | -1.2% | 0.01% | -12.5% |
| Q3 2022 | $268,000 | -16.0% | 11,956 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $319,000 | -8.3% | 12,571 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | -7.7% | 12,541 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $377,000 | -2.8% | 12,724 | +0.0% | 0.01% | -11.1% |
| Q3 2021 | $388,000 | -4.9% | 12,718 | +2.4% | 0.01% | -10.0% |
| Q2 2021 | $408,000 | +17.2% | 12,418 | +13.3% | 0.01% | +11.1% |
| Q1 2021 | $348,000 | +1.8% | 10,957 | -1.7% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | +17.9% | 11,149 | +2.7% | 0.01% | 0.0% |
| Q3 2020 | $290,000 | +9.8% | 10,855 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $264,000 | -7.4% | 10,855 | -21.3% | 0.01% | -18.2% |
| Q1 2020 | $285,000 | -41.0% | 13,790 | -21.8% | 0.01% | -26.7% |
| Q4 2019 | $483,000 | +13.9% | 17,632 | +4.4% | 0.02% | +7.1% |
| Q3 2019 | $424,000 | +0.5% | 16,887 | +5.1% | 0.01% | 0.0% |
| Q2 2019 | $422,000 | 0.0% | 16,068 | -0.9% | 0.01% | -6.7% |
| Q1 2019 | $422,000 | +19.5% | 16,214 | +8.0% | 0.02% | +7.1% |
| Q4 2018 | $353,000 | -9.9% | 15,014 | -1.5% | 0.01% | +7.7% |
| Q3 2018 | $392,000 | -0.3% | 15,240 | +0.4% | 0.01% | -13.3% |
| Q2 2018 | $393,000 | -7.3% | 15,185 | +2.8% | 0.02% | -6.2% |
| Q1 2018 | $424,000 | +4.4% | 14,777 | +1.6% | 0.02% | +6.7% |
| Q4 2017 | $406,000 | +4.1% | 14,542 | +0.4% | 0.02% | +7.1% |
| Q3 2017 | $390,000 | +8.9% | 14,485 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $358,000 | +4.4% | 14,420 | +0.9% | 0.01% | +7.7% |
| Q1 2017 | $343,000 | +11.4% | 14,296 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $308,000 | -6.7% | 14,296 | 0.0% | 0.01% | -7.1% |
| Q3 2016 | $330,000 | +8.2% | 14,296 | -0.2% | 0.01% | +7.7% |
| Q2 2016 | $305,000 | +2.7% | 14,321 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $297,000 | +14.2% | 14,321 | +7.6% | 0.01% | +18.2% |
| Q4 2015 | $260,000 | -3.3% | 13,306 | +0.0% | 0.01% | -8.3% |
| Q3 2015 | $269,000 | – | 13,301 | – | 0.01% | – |
Download | ||||||
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% |