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 | $25,649 | -59.9% | 1,107 | -57.3% | 0.00% | 0.0% |
| Q2 2023 | $63,890 | +135.4% | 2,594 | +134.3% | 0.00% | 0.0% |
| Q1 2023 | $27,144 | -96.1% | 1,107 | -96.2% | 0.00% | -92.3% |
| Q4 2022 | $692,701 | +83.7% | 29,265 | +73.8% | 0.01% | +62.5% |
| Q3 2022 | $377,000 | -11.7% | 16,840 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $427,000 | -8.8% | 16,840 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $468,000 | -14.4% | 16,835 | -8.9% | 0.01% | 0.0% |
| Q4 2021 | $547,000 | -3.0% | 18,470 | -0.2% | 0.01% | -20.0% |
| Q3 2021 | $564,000 | -3.9% | 18,505 | +0.2% | 0.01% | -9.1% |
| Q1 2021 | $587,000 | -2.7% | 18,475 | -6.1% | 0.01% | -8.3% |
| Q4 2020 | $603,000 | +14.0% | 19,675 | -0.6% | 0.01% | 0.0% |
| Q3 2020 | $529,000 | +18.1% | 19,788 | +7.7% | 0.01% | +9.1% |
| Q2 2020 | $448,000 | +100.9% | 18,378 | +70.2% | 0.01% | +83.3% |
| Q1 2020 | $223,000 | +7.2% | 10,797 | +34.9% | 0.01% | 0.0% |
| Q2 2018 | $208,000 | +37.7% | 8,004 | +42.8% | 0.01% | +50.0% |
| Q3 2017 | $151,000 | – | 5,605 | – | 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% |