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 | $1,924,249 | +4.5% | 80,378 | +7.5% | 0.52% | +18.3% |
| Q2 2023 | $1,840,748 | +597.3% | 74,736 | +685.0% | 0.44% | +680.4% |
| Q1 2022 | $264,000 | -12.0% | 9,520 | -6.1% | 0.06% | -16.4% |
| Q4 2021 | $300,000 | -79.9% | 10,141 | -79.3% | 0.07% | -79.9% |
| Q3 2021 | $1,490,000 | -77.5% | 48,875 | -77.7% | 0.33% | -65.0% |
| Q2 2021 | $6,633,000 | +19.8% | 219,214 | +25.8% | 0.96% | -30.5% |
| Q1 2021 | $5,539,000 | -40.9% | 174,285 | -43.0% | 1.37% | -46.2% |
| Q4 2020 | $9,370,000 | +53.5% | 305,710 | +382.5% | 2.55% | +34.2% |
| Q3 2020 | $6,103,000 | +457.9% | 63,359 | +41.0% | 1.90% | +405.9% |
| Q2 2020 | $1,094,000 | -20.0% | 44,929 | +35.8% | 0.38% | -57.8% |
| Q1 2020 | $1,368,000 | -83.6% | 33,096 | -89.2% | 0.89% | -71.4% |
| Q4 2019 | $8,353,000 | +6.1% | 305,181 | -2.6% | 3.11% | -2.0% |
| Q3 2019 | $7,876,000 | -2.0% | 313,423 | +2.3% | 3.17% | -4.4% |
| Q2 2019 | $8,037,000 | +12.4% | 306,282 | +11.4% | 3.32% | +11.6% |
| Q1 2019 | $7,148,000 | +75.6% | 274,826 | +58.9% | 2.97% | +58.6% |
| Q4 2018 | $4,070,000 | – | 172,980 | – | 1.88% | – |
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% |