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 | $392,161 | -2.2% | 16,381 | +0.7% | 0.05% | +2.0% |
| Q2 2023 | $400,804 | +107354.2% | 16,273 | +6.9% | 0.05% | +4.1% |
| Q1 2023 | $373 | +56.7% | 15,226 | +51.6% | 0.05% | +48.5% |
| Q4 2022 | $238 | -99.9% | 10,043 | -7.7% | 0.03% | -5.7% |
| Q3 2022 | $244,000 | -28.9% | 10,883 | -19.6% | 0.04% | -23.9% |
| Q2 2022 | $343,000 | -68.2% | 13,528 | -65.1% | 0.05% | -59.3% |
| Q1 2022 | $1,077,000 | -44.2% | 38,785 | -40.4% | 0.11% | -36.2% |
| Q4 2021 | $1,929,000 | -36.3% | 65,111 | -34.4% | 0.18% | -37.0% |
| Q3 2021 | $3,027,000 | -74.7% | 99,296 | -72.8% | 0.28% | -72.6% |
| Q2 2021 | $11,983,000 | +6.5% | 364,437 | +2.9% | 1.03% | +0.3% |
| Q1 2021 | $11,254,000 | +68.4% | 354,143 | +62.4% | 1.02% | +70.2% |
| Q4 2020 | $6,682,000 | +910.9% | 218,021 | +782.0% | 0.60% | +885.2% |
| Q3 2020 | $661,000 | +19.1% | 24,718 | +8.3% | 0.06% | +17.3% |
| Q2 2020 | $555,000 | +17.1% | 22,819 | -0.5% | 0.05% | +6.1% |
| Q1 2020 | $474,000 | – | 22,924 | – | 0.05% | – |
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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% |