SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $397,000 | -94.5% | 14,488 | -94.8% | 0.05% | -89.9% |
| Q2 2018 | $7,192,000 | -23.0% | 277,780 | -14.6% | 0.52% | -19.9% |
| Q1 2018 | $9,338,000 | -1.5% | 325,374 | -4.1% | 0.65% | +2.0% |
| Q4 2017 | $9,477,000 | +11.2% | 339,202 | +7.1% | 0.64% | +7.4% |
| Q3 2017 | $8,522,000 | +41.6% | 316,700 | +30.7% | 0.60% | +36.0% |
| Q2 2017 | $6,020,000 | +45.5% | 242,232 | +40.3% | 0.44% | +42.1% |
| Q1 2017 | $4,137,000 | – | 172,592 | – | 0.31% | – |
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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% |