SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $547,110 | +15.4% | 20,599 | +9.7% | 0.11% | +15.1% |
| Q1 2024 | $474,296 | +5.4% | 18,784 | +3.5% | 0.09% | -6.1% |
| Q4 2023 | $449,865 | +7.0% | 18,147 | +3.4% | 0.10% | 0.0% |
| Q3 2023 | $420,267 | +3.1% | 17,555 | +6.1% | 0.10% | +4.2% |
| Q2 2023 | $407,553 | -1.3% | 16,547 | -1.7% | 0.10% | -3.1% |
| Q1 2023 | $412,721 | +37.1% | 16,832 | +32.3% | 0.10% | +32.4% |
| Q4 2022 | $301,130 | -51.7% | 12,722 | -54.2% | 0.07% | -56.7% |
| Q3 2022 | $623,000 | -5.3% | 27,799 | +7.2% | 0.17% | -1.7% |
| Q2 2022 | $658,000 | -7.3% | 25,927 | +1.5% | 0.17% | +8.1% |
| Q1 2022 | $710,000 | -5.6% | 25,543 | +0.5% | 0.16% | +3.9% |
| Q4 2021 | $752,000 | +19.2% | 25,405 | +22.7% | 0.16% | +14.8% |
| Q3 2021 | $631,000 | -7.1% | 20,711 | +0.2% | 0.14% | -7.5% |
| Q2 2021 | $679,000 | +3.7% | 20,666 | +0.2% | 0.15% | +0.7% |
| Q1 2021 | $655,000 | +5.0% | 20,625 | +1.3% | 0.14% | -5.8% |
| Q4 2020 | $624,000 | +49.6% | 20,351 | +30.7% | 0.15% | +22.2% |
| Q3 2020 | $417,000 | +13.6% | 15,565 | +3.4% | 0.13% | -3.8% |
| Q2 2020 | $367,000 | +18.0% | 15,054 | +0.1% | 0.13% | -18.6% |
| Q1 2020 | $311,000 | – | 15,034 | – | 0.16% | – |
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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% |