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 2023 | $1,063 | +1.0% | 44,419 | +4.0% | 0.17% | +6.3% |
| Q2 2023 | $1,052 | -1.3% | 42,705 | -1.8% | 0.16% | -5.4% |
| Q1 2023 | $1,066 | -80.2% | 43,481 | -80.9% | 0.17% | -81.3% |
| Q4 2022 | $5,377 | -99.4% | 227,160 | +499.1% | 0.89% | +460.4% |
| Q3 2022 | $849,000 | -8.2% | 37,914 | +4.1% | 0.16% | -4.2% |
| Q2 2022 | $925,000 | -8.1% | 36,430 | +0.4% | 0.17% | -7.8% |
| Q1 2022 | $1,007,000 | -6.6% | 36,270 | -0.3% | 0.18% | -12.6% |
| Q4 2021 | $1,078,000 | -0.6% | 36,382 | +2.3% | 0.21% | -9.3% |
| Q3 2021 | $1,084,000 | -0.9% | 35,563 | +6.9% | 0.23% | -3.8% |
| Q2 2021 | $1,094,000 | +4.0% | 33,275 | +0.5% | 0.24% | -5.2% |
| Q1 2021 | $1,052,000 | +3.4% | 33,110 | -0.2% | 0.25% | 0.0% |
| Q4 2020 | $1,017,000 | +16.2% | 33,188 | +1.5% | 0.25% | +6.9% |
| Q3 2020 | $875,000 | +8.0% | 32,695 | -1.7% | 0.23% | 0.0% |
| Q2 2020 | $810,000 | +16.0% | 33,277 | -1.3% | 0.23% | +6.4% |
| Q1 2020 | $698,000 | -27.4% | 33,732 | -4.0% | 0.22% | -9.5% |
| Q4 2019 | $961,000 | +11.1% | 35,124 | +2.0% | 0.24% | +8.5% |
| Q3 2019 | $865,000 | -9.4% | 34,428 | -5.4% | 0.22% | -12.2% |
| Q2 2019 | $955,000 | -28.1% | 36,404 | -28.7% | 0.25% | -21.6% |
| Q1 2019 | $1,329,000 | +22.6% | 51,092 | +10.9% | 0.32% | +6.9% |
| Q4 2018 | $1,084,000 | +133.1% | 46,061 | +154.6% | 0.30% | +124.4% |
| Q3 2018 | $465,000 | -10.2% | 18,094 | -9.6% | 0.14% | -30.1% |
| Q2 2018 | $518,000 | -22.0% | 20,016 | -13.5% | 0.19% | -32.5% |
| Q1 2018 | $664,000 | – | 23,148 | – | 0.29% | – |
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% |