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 2021 | $232,000 | -36.4% | 7,820 | -34.6% | 0.03% | -42.1% |
| Q3 2021 | $365,000 | -8.3% | 11,960 | -1.2% | 0.06% | -8.1% |
| Q2 2021 | $398,000 | +32.2% | 12,105 | +27.7% | 0.06% | +26.5% |
| Q1 2021 | $301,000 | +4.2% | 9,480 | +0.5% | 0.05% | -5.8% |
| Q4 2020 | $289,000 | +14.7% | 9,430 | 0.0% | 0.05% | +8.3% |
| Q3 2020 | $252,000 | +1.2% | 9,430 | -7.8% | 0.05% | -5.9% |
| Q2 2020 | $249,000 | – | 10,230 | – | 0.05% | – |
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% |