SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,633,128 | -7.3% | 136,789 | -11.9% | 0.03% | -3.1% |
Q1 2024 | $3,919,345 | -2.1% | 155,222 | -3.8% | 0.03% | -3.0% |
Q4 2023 | $4,002,013 | -12.7% | 161,437 | -15.7% | 0.03% | +10.0% |
Q3 2023 | $4,585,083 | -5.5% | 191,524 | -2.8% | 0.03% | +15.4% |
Q2 2023 | $4,850,640 | -12.8% | 196,940 | -13.2% | 0.03% | -16.1% |
Q1 2023 | $5,561,258 | -0.4% | 226,805 | -3.9% | 0.03% | 0.0% |
Q4 2022 | $5,585,403 | -27.5% | 235,970 | -31.4% | 0.03% | -31.1% |
Q3 2022 | $7,700,000 | -49.0% | 343,744 | -42.2% | 0.04% | -45.8% |
Q2 2022 | $15,098,000 | -14.9% | 594,873 | -6.9% | 0.08% | -3.5% |
Q1 2022 | $17,742,000 | -18.0% | 638,902 | -12.6% | 0.09% | -14.0% |
Q4 2021 | $21,647,000 | -20.6% | 730,824 | -18.3% | 0.10% | -26.5% |
Q3 2021 | $27,253,000 | -17.5% | 894,136 | -11.0% | 0.14% | -18.1% |
Q2 2021 | $33,048,000 | -9.2% | 1,005,112 | -12.3% | 0.17% | -17.4% |
Q1 2021 | $36,414,000 | -7.6% | 1,145,829 | -10.9% | 0.20% | -15.2% |
Q4 2020 | $39,409,000 | +8.0% | 1,285,763 | -5.7% | 0.24% | -0.4% |
Q3 2020 | $36,487,000 | -1.1% | 1,363,497 | -10.0% | 0.24% | -11.2% |
Q2 2020 | $36,891,000 | +7.2% | 1,515,042 | -8.9% | 0.27% | -5.6% |
Q1 2020 | $34,414,000 | -22.3% | 1,663,299 | +2.8% | 0.28% | -0.7% |
Q4 2019 | $44,293,000 | +14.5% | 1,618,322 | +5.1% | 0.29% | +5.5% |
Q3 2019 | $38,698,000 | +1.5% | 1,539,914 | +5.9% | 0.27% | +8.8% |
Q2 2019 | $38,140,000 | +10.2% | 1,453,521 | +9.3% | 0.25% | +2.5% |
Q1 2019 | $34,596,000 | +23.8% | 1,330,113 | +12.0% | 0.24% | +9.5% |
Q4 2018 | $27,953,000 | -16.4% | 1,187,968 | -8.6% | 0.22% | -5.5% |
Q3 2018 | $33,419,000 | +8.7% | 1,299,831 | +9.5% | 0.24% | +2.6% |
Q2 2018 | $30,743,000 | +0.3% | 1,187,448 | +11.1% | 0.23% | -2.1% |
Q1 2018 | $30,662,000 | +771.1% | 1,068,372 | +748.1% | 0.23% | +735.7% |
Q4 2017 | $3,520,000 | +3.6% | 125,970 | -0.3% | 0.03% | -3.4% |
Q3 2017 | $3,399,000 | +82.7% | 126,294 | +68.7% | 0.03% | +70.6% |
Q2 2017 | $1,860,000 | +0.4% | 74,853 | -3.1% | 0.02% | 0.0% |
Q1 2017 | $1,852,000 | -2.8% | 77,253 | -12.6% | 0.02% | -10.5% |
Q4 2016 | $1,905,000 | -5.0% | 88,355 | +1.6% | 0.02% | 0.0% |
Q3 2016 | $2,005,000 | -30.1% | 86,930 | -36.3% | 0.02% | -34.5% |
Q2 2016 | $2,867,000 | -18.4% | 136,520 | -19.3% | 0.03% | -25.6% |
Q1 2016 | $3,515,000 | -24.6% | 169,223 | -29.1% | 0.04% | -27.8% |
Q4 2015 | $4,660,000 | -14.7% | 238,845 | -11.6% | 0.05% | -18.2% |
Q3 2015 | $5,465,000 | -29.1% | 270,294 | -13.9% | 0.07% | -25.8% |
Q2 2015 | $7,713,000 | -9.8% | 313,786 | -4.0% | 0.09% | -15.2% |
Q1 2015 | $8,551,000 | -43.6% | 326,983 | -48.5% | 0.10% | -7.9% |
Q4 2014 | $15,166,000 | +155.5% | 634,576 | +171.6% | 0.11% | +10.7% |
Q3 2014 | $5,935,000 | -9.1% | 233,647 | -6.8% | 0.10% | -14.9% |
Q2 2014 | $6,527,000 | +6.4% | 250,736 | -0.5% | 0.12% | -7.6% |
Q1 2014 | $6,133,000 | +1233.3% | 252,062 | +1248.1% | 0.13% | +718.8% |
Q4 2013 | $460,000 | -89.6% | 18,698 | -89.6% | 0.02% | -88.7% |
Q3 2013 | $4,412,000 | +8.1% | 179,428 | +2.7% | 0.14% | +30.6% |
Q2 2013 | $4,080,000 | – | 174,735 | – | 0.11% | – |
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% |