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 | $19,833,414 | +4.2% | 746,740 | -0.9% | 0.37% | +1.7% |
| Q1 2024 | $19,033,122 | +1.5% | 753,787 | -0.3% | 0.36% | -5.5% |
| Q4 2023 | $18,747,561 | +2.2% | 756,255 | -1.3% | 0.38% | -11.4% |
| Q3 2023 | $18,344,049 | -3.4% | 766,251 | -0.6% | 0.43% | -1.1% |
| Q2 2023 | $18,991,602 | +0.1% | 771,076 | -0.4% | 0.44% | -8.8% |
| Q1 2023 | $18,981,398 | -1.5% | 774,119 | -4.9% | 0.48% | -16.4% |
| Q4 2022 | $19,262,480 | +7.9% | 813,793 | +2.1% | 0.57% | -7.4% |
| Q3 2022 | $17,859,000 | -8.9% | 797,296 | +3.3% | 0.62% | -10.8% |
| Q2 2022 | $19,593,000 | -8.6% | 771,995 | +0.0% | 0.69% | +3.3% |
| Q1 2022 | $21,434,000 | -26.4% | 771,853 | -21.5% | 0.67% | -22.9% |
| Q4 2021 | $29,120,000 | +14.8% | 983,112 | +18.2% | 0.87% | +1.3% |
| Q3 2021 | $25,358,000 | -7.8% | 831,956 | -0.5% | 0.86% | -9.6% |
| Q2 2021 | $27,500,000 | +1.5% | 836,363 | -1.9% | 0.95% | -5.5% |
| Q1 2021 | $27,086,000 | +2.3% | 852,292 | -1.3% | 1.00% | -4.2% |
| Q4 2020 | $26,469,000 | +12.0% | 863,588 | -2.2% | 1.05% | +0.4% |
| Q3 2020 | $23,634,000 | +9.0% | 883,184 | -0.8% | 1.04% | +0.8% |
| Q2 2020 | $21,676,000 | +66.8% | 890,174 | +41.7% | 1.04% | +37.2% |
| Q1 2020 | $12,994,000 | – | 628,022 | – | 0.76% | – |
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% |