SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $62,233 | +5.2% | 2,343 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $59,163 | -12.8% | 2,343 | -14.4% | 0.00% | -25.0% |
Q4 2023 | $67,878 | -15.9% | 2,738 | -19.1% | 0.00% | -20.0% |
Q3 2023 | $80,665 | -13.8% | 3,384 | -10.5% | 0.01% | 0.0% |
Q2 2023 | $93,627 | -0.8% | 3,781 | -1.7% | 0.01% | -16.7% |
Q1 2023 | $94,340 | -5.2% | 3,847 | -8.5% | 0.01% | -14.3% |
Q4 2022 | $99,520 | -31.4% | 4,204 | -35.1% | 0.01% | -36.4% |
Q3 2022 | $145,000 | -90.2% | 6,481 | -88.9% | 0.01% | -90.0% |
Q2 2022 | $1,483,000 | -23.1% | 58,445 | -15.9% | 0.11% | -13.4% |
Q1 2022 | $1,929,000 | -26.3% | 69,473 | -21.3% | 0.13% | -31.7% |
Q4 2021 | $2,616,000 | -35.8% | 88,329 | -33.9% | 0.19% | -42.4% |
Q3 2021 | $4,074,000 | -17.5% | 133,660 | -11.0% | 0.32% | -18.8% |
Q2 2021 | $4,938,000 | +6.9% | 150,196 | +3.3% | 0.40% | -0.7% |
Q1 2021 | $4,619,000 | +3.1% | 145,341 | -0.6% | 0.40% | -6.1% |
Q4 2020 | $4,482,000 | +12.4% | 146,221 | -1.9% | 0.43% | -5.3% |
Q3 2020 | $3,987,000 | -11.8% | 148,993 | -19.7% | 0.45% | -19.6% |
Q2 2020 | $4,520,000 | +5.9% | 185,640 | -10.0% | 0.56% | -12.6% |
Q1 2020 | $4,267,000 | -17.4% | 206,222 | +9.3% | 0.64% | +15.9% |
Q4 2019 | $5,166,000 | +19.3% | 188,760 | +9.5% | 0.55% | +3.0% |
Q3 2019 | $4,331,000 | +2.9% | 172,327 | +7.5% | 0.54% | +5.1% |
Q2 2019 | $4,207,000 | +5.8% | 160,346 | +4.8% | 0.51% | -0.2% |
Q1 2019 | $3,978,000 | +3.0% | 152,930 | -6.8% | 0.51% | -11.7% |
Q4 2018 | $3,863,000 | -25.3% | 164,165 | -18.4% | 0.58% | -15.9% |
Q3 2018 | $5,170,000 | -0.1% | 201,075 | +0.6% | 0.69% | -5.1% |
Q2 2018 | $5,174,000 | -8.0% | 199,859 | +2.0% | 0.73% | -8.7% |
Q1 2018 | $5,622,000 | +13.8% | 195,885 | +10.8% | 0.80% | +13.5% |
Q4 2017 | $4,941,000 | +12.0% | 176,858 | +7.8% | 0.70% | +4.9% |
Q3 2017 | $4,413,000 | +28.4% | 163,996 | +18.6% | 0.67% | +22.8% |
Q2 2017 | $3,437,000 | +210.5% | 138,301 | +199.4% | 0.54% | +186.8% |
Q1 2017 | $1,107,000 | +50.0% | 46,186 | +34.9% | 0.19% | +37.7% |
Q4 2016 | $738,000 | +3.9% | 34,231 | +11.2% | 0.14% | -4.8% |
Q3 2016 | $710,000 | +34.0% | 30,775 | +23.7% | 0.14% | +27.2% |
Q2 2016 | $530,000 | +16.5% | 24,874 | +13.5% | 0.11% | +10.7% |
Q1 2016 | $455,000 | -2.4% | 21,919 | -8.3% | 0.10% | -8.8% |
Q4 2015 | $466,000 | -51.0% | 23,908 | -49.2% | 0.11% | -54.1% |
Q3 2015 | $951,000 | -17.9% | 47,045 | -6.2% | 0.25% | -14.0% |
Q2 2015 | $1,159,000 | +12.9% | 50,155 | +19.0% | 0.29% | +6.3% |
Q1 2015 | $1,027,000 | +2.9% | 42,140 | +0.9% | 0.27% | -2.2% |
Q4 2014 | $998,000 | – | 41,750 | – | 0.28% | – |
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% |