SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $169,000 | -25.6% | 8,150 | -1.5% | 0.00% | -20.0% |
| Q4 2019 | $227,000 | +11.8% | 8,276 | +2.5% | 0.01% | 0.0% |
| Q3 2019 | $203,000 | -2.4% | 8,071 | +1.6% | 0.01% | 0.0% |
| Q2 2019 | $208,000 | -25.4% | 7,945 | -25.9% | 0.01% | -16.7% |
| Q1 2019 | $279,000 | +55.0% | 10,715 | +40.3% | 0.01% | +50.0% |
| Q4 2018 | $180,000 | -17.8% | 7,639 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $219,000 | +6.3% | 7,639 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $206,000 | 0.0% | 7,639 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $206,000 | +8.4% | 7,639 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $190,000 | +5.6% | 7,639 | +1.9% | 0.01% | 0.0% |
| Q1 2017 | $180,000 | – | 7,497 | – | 0.01% | – |
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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% |