SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,599,026 | +5.1% | 60,227 | 0.0% | 0.02% | +4.5% |
| Q1 2024 | $1,520,731 | +1.9% | 60,227 | 0.0% | 0.02% | -8.3% |
| Q4 2023 | $1,493,026 | +85.7% | 60,227 | +79.3% | 0.02% | +71.4% |
| Q3 2023 | $803,952 | -2.8% | 33,596 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $827,133 | +0.4% | 33,596 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $823,773 | +3.6% | 33,596 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $794,881 | +5.7% | 33,596 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $752,000 | -12.7% | 33,596 | -1.0% | 0.02% | -5.9% |
| Q2 2022 | $861,000 | -13.5% | 33,941 | -5.2% | 0.02% | 0.0% |
| Q1 2022 | $995,000 | 0.0% | 35,816 | +6.6% | 0.02% | +6.2% |
| Q4 2021 | $995,000 | -3.6% | 33,596 | -0.8% | 0.02% | -15.8% |
| Q3 2021 | $1,032,000 | -7.4% | 33,882 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $1,114,000 | +3.5% | 33,882 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $1,076,000 | +4.6% | 33,882 | +0.9% | 0.02% | -4.5% |
| Q4 2020 | $1,029,000 | -4.1% | 33,596 | -16.2% | 0.02% | -15.4% |
| Q3 2020 | $1,073,000 | +9.9% | 40,096 | -0.0% | 0.03% | -3.7% |
| Q2 2020 | $976,000 | +17.7% | 40,111 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $829,000 | – | 40,111 | +267306.7% | 0.03% | – |
| Q4 2019 | $0 | -100.0% | 15 | -69.4% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 49 | -5.8% | 0.00% | – |
| Q1 2019 | $1,000 | -99.3% | 52 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $139,000 | – | 5,920 | – | 0.01% | – |
Download | ||||||
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% |