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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,982 | -5.8% | 405,275 | -5.9% | 0.16% | -11.4% |
| Q1 2023 | $10,591 | +1.9% | 430,721 | -1.9% | 0.18% | -5.2% |
| Q4 2022 | $10,394 | -99.9% | 439,137 | -1.5% | 0.19% | +7.2% |
| Q3 2022 | $9,987,000 | -12.7% | 445,843 | -1.1% | 0.18% | -21.3% |
| Q2 2022 | $11,441,000 | -22.9% | 450,794 | -15.6% | 0.23% | -18.1% |
| Q1 2022 | $14,830,000 | -4.6% | 534,024 | +1.8% | 0.28% | -6.6% |
| Q4 2021 | $15,544,000 | -2.4% | 524,783 | +3.2% | 0.30% | -8.5% |
| Q3 2021 | $15,923,000 | -1.4% | 508,544 | +0.8% | 0.33% | -10.6% |
| Q2 2021 | $16,154,000 | +0.6% | 504,496 | -0.1% | 0.37% | -10.5% |
| Q1 2021 | $16,055,000 | -4.2% | 505,199 | -4.3% | 0.41% | -12.7% |
| Q4 2020 | $16,762,000 | +17.3% | 527,938 | -1.1% | 0.47% | -0.6% |
| Q3 2020 | $14,285,000 | +2.7% | 533,806 | -6.5% | 0.47% | -7.6% |
| Q2 2020 | $13,903,000 | +14.6% | 570,973 | -2.6% | 0.51% | -2.5% |
| Q1 2020 | $12,130,000 | – | 586,265 | – | 0.53% | – |
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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% |