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 | $497,856 | -5.7% | 20,796 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $527,796 | +0.4% | 21,429 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $525,684 | +1.9% | 21,439 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $515,873 | +7.3% | 21,794 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $481,000 | -12.7% | 21,451 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $551,000 | -37.8% | 21,713 | -32.0% | 0.00% | -33.3% |
| Q1 2022 | $886,000 | -4.0% | 31,921 | +2.4% | 0.00% | 0.0% |
| Q4 2021 | $923,000 | +523.6% | 31,175 | +540.7% | 0.00% | +200.0% |
| Q3 2021 | $148,000 | +236.4% | 4,866 | +264.2% | 0.00% | – |
| Q2 2021 | $44,000 | +22.2% | 1,336 | +19.2% | 0.00% | – |
| Q1 2021 | $36,000 | -34.5% | 1,121 | -37.3% | 0.00% | – |
| Q4 2020 | $55,000 | -11.3% | 1,789 | -22.3% | 0.00% | – |
| Q3 2020 | $62,000 | +287.5% | 2,303 | +243.2% | 0.00% | – |
| Q2 2020 | $16,000 | +14.3% | 671 | 0.0% | 0.00% | – |
| Q1 2020 | $14,000 | +55.6% | 671 | +99.7% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 336 | -1.8% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 342 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -52.6% | 342 | -54.2% | 0.00% | – |
| Q1 2019 | $19,000 | -40.6% | 747 | -45.7% | 0.00% | – |
| Q4 2018 | $32,000 | +3100.0% | 1,375 | +6775.0% | 0.00% | – |
| Q3 2018 | $1,000 | -75.0% | 20 | -85.9% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 142 | +15.4% | 0.00% | – |
| Q1 2018 | $4,000 | – | 123 | – | 0.00% | – |
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% |