SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $343,758 | -8.1% | 13,867 | -11.3% | 0.00% | -20.0% |
Q3 2023 | $374,254 | -2.4% | 15,633 | +0.4% | 0.01% | -16.7% |
Q2 2023 | $383,514 | +68.2% | 15,571 | +52.9% | 0.01% | +50.0% |
Q3 2022 | $228,000 | -62.7% | 10,183 | -57.8% | 0.00% | -66.7% |
Q2 2022 | $612,000 | +6.6% | 24,132 | +16.7% | 0.01% | +33.3% |
Q1 2022 | $574,000 | -7.1% | 20,687 | -0.8% | 0.01% | -10.0% |
Q4 2021 | $618,000 | -13.7% | 20,859 | -11.2% | 0.01% | -16.7% |
Q3 2021 | $716,000 | +1.3% | 23,496 | +9.3% | 0.01% | 0.0% |
Q2 2021 | $707,000 | -16.3% | 21,492 | -19.1% | 0.01% | -33.3% |
Q1 2021 | $845,000 | +15.3% | 26,577 | +11.2% | 0.02% | +5.9% |
Q4 2020 | $733,000 | -7.4% | 23,902 | -19.2% | 0.02% | -15.0% |
Q3 2020 | $792,000 | -2.6% | 29,593 | -11.3% | 0.02% | -13.0% |
Q2 2020 | $813,000 | -20.7% | 33,370 | -32.6% | 0.02% | -37.8% |
Q1 2020 | $1,025,000 | -38.3% | 49,541 | -18.4% | 0.04% | -24.5% |
Q4 2019 | $1,662,000 | – | 60,740 | – | 0.05% | – |
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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% |