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 | $746,794 | +100.7% | 31,194 | +106.5% | 0.02% | -4.3% |
| Q2 2023 | $372,102 | +0.5% | 15,108 | +0.0% | 0.02% | -14.8% |
| Q1 2023 | $370,301 | +1.6% | 15,102 | -1.9% | 0.03% | -6.9% |
| Q4 2022 | $364,423 | -1.5% | 15,396 | -6.8% | 0.03% | -14.7% |
| Q3 2022 | $370,000 | -13.6% | 16,525 | -1.9% | 0.03% | +3.0% |
| Q2 2022 | $428,000 | -22.6% | 16,850 | -15.4% | 0.03% | -13.2% |
| Q1 2022 | $553,000 | -16.6% | 19,923 | -11.0% | 0.04% | -15.6% |
| Q4 2021 | $663,000 | -33.2% | 22,379 | -31.3% | 0.04% | -39.2% |
| Q3 2021 | $993,000 | +9830.0% | 32,592 | +10116.9% | 0.07% | +7300.0% |
| Q2 2021 | $10,000 | 0.0% | 319 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 318 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -46.7% | 315 | -47.7% | 0.00% | -50.0% |
| Q2 2020 | $15,000 | -92.9% | 602 | -94.1% | 0.00% | -93.5% |
| Q1 2020 | $211,000 | – | 10,198 | – | 0.03% | – |
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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% |