SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 499 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $19,152,000 | 0.0% | 925,679 | 0.0% | 5.40% | 0.0% |
| Q1 2020 | $19,152,000 | -63.1% | 925,679 | -51.2% | 5.40% | -45.6% |
| Q4 2019 | $51,969,000 | +13758.4% | 1,898,759 | +12285.9% | 9.93% | +11583.5% |
| Q2 2019 | $375,000 | -99.2% | 15,330 | -99.1% | 0.08% | -99.2% |
| Q1 2019 | $44,400,000 | +89.8% | 1,784,548 | +95.7% | 10.68% | +44.0% |
| Q4 2018 | $23,391,000 | – | 911,923 | – | 7.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 971,884 | $21,770,000 | 18.03% |
| Holistic Financial Partners | 412,496 | $9,240,000 | 9.15% |
| Your Advocates Ltd., LLP | 610,529 | $13,676,000 | 8.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 783,378 | $17,548,000 | 6.78% |
| Heartwood Wealth Advisors LLC | 1,540,742 | $34,513,000 | 5.98% |
| Guardian Financial Partners, LLC | 214,240 | $4,799,000 | 5.56% |
| TimeScale Financial, Inc. | 832,259 | $18,643,000 | 5.41% |
| Upper Left Wealth Management, LLC | 181,983 | $4,128,000 | 5.36% |
| Radnor Financial Advisors, LLC | 658,831 | $14,758,000 | 5.19% |
| Strategic Financial Planning, Inc. | 213,548 | $4,783,000 | 4.98% |