SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,755,701 | +12.1% | 179,055 | +6.6% | 0.48% | +10.3% |
Q1 2024 | $4,241,899 | +9.7% | 167,996 | +7.7% | 0.44% | +1.4% |
Q4 2023 | $3,866,295 | -1.4% | 155,962 | -4.8% | 0.43% | -10.6% |
Q3 2023 | $3,920,740 | +2.9% | 163,774 | +5.9% | 0.48% | +6.7% |
Q2 2023 | $3,809,709 | -0.2% | 154,678 | -0.7% | 0.45% | -5.5% |
Q1 2023 | $3,817,884 | +9.8% | 155,705 | +0.3% | 0.48% | -5.0% |
Q3 2022 | $3,476,000 | -8.1% | 155,190 | +1.1% | 0.50% | -0.6% |
Q2 2022 | $3,783,000 | -4.4% | 153,520 | +1.7% | 0.50% | +3.9% |
Q1 2022 | $3,958,000 | +13.2% | 150,901 | +27.9% | 0.49% | +21.8% |
Q4 2021 | $3,496,000 | +9.7% | 118,013 | +12.8% | 0.40% | -7.0% |
Q3 2021 | $3,188,000 | +6.1% | 104,586 | +7.0% | 0.43% | -2.5% |
Q2 2021 | $3,005,000 | +5.2% | 97,773 | +8.8% | 0.44% | -4.8% |
Q1 2021 | $2,856,000 | +0.1% | 89,867 | +5.1% | 0.46% | -5.9% |
Q4 2020 | $2,853,000 | +38.2% | 85,468 | +10.8% | 0.49% | +17.7% |
Q3 2020 | $2,064,000 | +24.6% | 77,126 | +13.3% | 0.42% | +4.0% |
Q2 2020 | $1,657,000 | +11.7% | 68,075 | -5.1% | 0.40% | +15.2% |
Q1 2020 | $1,483,000 | -40.2% | 71,696 | -21.0% | 0.35% | -31.4% |
Q4 2019 | $2,482,000 | +20.7% | 90,701 | +10.9% | 0.51% | +9.7% |
Q3 2019 | $2,056,000 | +11.1% | 81,816 | +16.0% | 0.46% | +7.7% |
Q2 2019 | $1,850,000 | +8.8% | 70,515 | +7.9% | 0.43% | +6.2% |
Q1 2019 | $1,700,000 | +26.1% | 65,359 | +14.0% | 0.40% | +23.5% |
Q4 2018 | $1,348,000 | +10.6% | 57,314 | +20.8% | 0.33% | +10.8% |
Q3 2018 | $1,219,000 | -6.4% | 47,445 | -5.7% | 0.30% | -12.7% |
Q2 2018 | $1,302,000 | -2.3% | 50,308 | +8.3% | 0.34% | -6.6% |
Q1 2018 | $1,332,000 | +23.6% | 46,437 | +20.3% | 0.36% | +25.7% |
Q4 2017 | $1,078,000 | +28.0% | 38,609 | +23.3% | 0.29% | +22.6% |
Q3 2017 | $842,000 | +22.9% | 31,322 | +13.5% | 0.24% | +22.4% |
Q2 2017 | $685,000 | +25.0% | 27,603 | +20.7% | 0.19% | +17.1% |
Q1 2017 | $548,000 | +50.5% | 22,874 | +35.2% | 0.16% | +35.5% |
Q4 2016 | $364,000 | +34.8% | 16,921 | +44.5% | 0.12% | +31.5% |
Q3 2016 | $270,000 | +13.9% | 11,711 | +4.8% | 0.09% | 0.0% |
Q2 2016 | $237,000 | – | 11,178 | – | 0.09% | – |
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% |