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 | $1,070,980 | -4.7% | 43,616 | -1.2% | 0.00% | – |
| Q2 2023 | $1,123,424 | -18.7% | 44,125 | -24.4% | 0.00% | -100.0% |
| Q4 2022 | $1,382,508 | -14.3% | 58,395 | -13.0% | 0.00% | 0.0% |
| Q3 2022 | $1,614,000 | -9.7% | 67,125 | -3.9% | 0.00% | 0.0% |
| Q2 2022 | $1,788,000 | -16.6% | 69,835 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $2,144,000 | -3.2% | 75,886 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $2,215,000 | +3.8% | 74,547 | +6.3% | 0.00% | 0.0% |
| Q3 2021 | $2,134,000 | -4.9% | 70,105 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $2,245,000 | +6.8% | 67,770 | +3.4% | 0.00% | 0.0% |
| Q1 2021 | $2,102,000 | -0.8% | 65,517 | -1.9% | 0.00% | 0.0% |
| Q4 2020 | $2,120,000 | +16.8% | 66,772 | -0.2% | 0.00% | -50.0% |
| Q3 2020 | $1,815,000 | +1.3% | 66,933 | -0.3% | 0.00% | 0.0% |
| Q2 2020 | $1,792,000 | +35.7% | 67,150 | +4.1% | 0.00% | 0.0% |
| Q1 2020 | $1,321,000 | -24.7% | 64,478 | +0.6% | 0.00% | +100.0% |
| Q4 2019 | $1,754,000 | +7.0% | 64,097 | -1.7% | 0.00% | 0.0% |
| Q3 2019 | $1,639,000 | -2.3% | 65,204 | +1.9% | 0.00% | 0.0% |
| Q2 2019 | $1,678,000 | -10.0% | 63,964 | -10.7% | 0.00% | -50.0% |
| Q1 2019 | $1,864,000 | +30.3% | 71,640 | +17.8% | 0.00% | +100.0% |
| Q4 2018 | $1,431,000 | -4.5% | 60,829 | +4.3% | 0.00% | 0.0% |
| Q3 2018 | $1,499,000 | +2.7% | 58,304 | +3.4% | 0.00% | 0.0% |
| Q2 2018 | $1,459,000 | -7.7% | 56,366 | +2.4% | 0.00% | 0.0% |
| Q1 2018 | $1,580,000 | -1.2% | 55,044 | -3.9% | 0.00% | 0.0% |
| Q4 2017 | $1,600,000 | +4.2% | 57,268 | +0.4% | 0.00% | 0.0% |
| Q3 2017 | $1,535,000 | +1.7% | 57,053 | -6.0% | 0.00% | 0.0% |
| Q2 2017 | $1,509,000 | -17.5% | 60,714 | -20.4% | 0.00% | -50.0% |
| Q1 2017 | $1,828,000 | +18.9% | 76,265 | +9.6% | 0.00% | 0.0% |
| Q4 2016 | $1,538,000 | -4.2% | 69,582 | -0.1% | 0.00% | 0.0% |
| Q3 2016 | $1,606,000 | +6.8% | 69,626 | -1.4% | 0.00% | 0.0% |
| Q2 2016 | $1,504,000 | -3.8% | 70,635 | -6.2% | 0.00% | 0.0% |
| Q1 2016 | $1,564,000 | -84.3% | 75,340 | -85.3% | 0.00% | -83.3% |
| Q4 2015 | $9,966,000 | +278.5% | 510,807 | +292.3% | 0.01% | +200.0% |
| Q3 2015 | $2,633,000 | -41.9% | 130,200 | -29.4% | 0.00% | -20.0% |
| Q2 2015 | $4,535,000 | +4.0% | 184,494 | +3.0% | 0.01% | 0.0% |
| Q1 2015 | $4,362,000 | +3.5% | 179,064 | +1.5% | 0.01% | 0.0% |
| Q4 2014 | $4,216,000 | +379.1% | 176,435 | +409.1% | 0.01% | +400.0% |
| Q3 2014 | $880,000 | +25.4% | 34,658 | +28.5% | 0.00% | 0.0% |
| Q2 2014 | $702,000 | +16.8% | 26,977 | +9.2% | 0.00% | 0.0% |
| Q1 2014 | $601,000 | -3.7% | 24,714 | -2.5% | 0.00% | 0.0% |
| Q4 2013 | $624,000 | +2.0% | 25,348 | +1.9% | 0.00% | 0.0% |
| Q3 2013 | $612,000 | +11.1% | 24,886 | +5.3% | 0.00% | 0.0% |
| Q2 2013 | $551,000 | – | 23,626 | – | 0.00% | – |
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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% |