SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 714 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,198,900 | +0.1% | 271,043 | -4.9% | 0.02% | -11.5% |
| Q1 2024 | $7,193,670 | +12.3% | 284,898 | +10.3% | 0.03% | +18.2% |
| Q4 2023 | $6,402,930 | -12.9% | 258,287 | -15.9% | 0.02% | -21.4% |
| Q3 2023 | $7,349,766 | +24.6% | 307,008 | +28.2% | 0.03% | +21.7% |
| Q2 2023 | $5,900,594 | -8.9% | 239,569 | -9.3% | 0.02% | -17.9% |
| Q1 2023 | $6,478,531 | +7.0% | 264,214 | +3.3% | 0.03% | -6.7% |
| Q4 2022 | $6,056,914 | -12.7% | 255,890 | -17.4% | 0.03% | -25.0% |
| Q3 2022 | $6,940,000 | -1.1% | 309,834 | +12.0% | 0.04% | -11.1% |
| Q2 2022 | $7,019,000 | -21.1% | 276,565 | -13.7% | 0.04% | -22.4% |
| Q1 2022 | $8,896,000 | +62.9% | 320,342 | +73.8% | 0.06% | +56.8% |
| Q4 2021 | $5,461,000 | +36.6% | 184,305 | +40.5% | 0.04% | +12.1% |
| Q3 2021 | $3,997,000 | -6.8% | 131,147 | +0.6% | 0.03% | -17.5% |
| Q2 2021 | $4,288,000 | +2.8% | 130,414 | -0.7% | 0.04% | -11.1% |
| Q1 2021 | $4,172,000 | -1.5% | 131,273 | -5.0% | 0.04% | -19.6% |
| Q4 2020 | $4,236,000 | +6.2% | 138,195 | -6.3% | 0.06% | -15.2% |
| Q3 2020 | $3,988,000 | -19.6% | 147,552 | -26.5% | 0.07% | -19.5% |
| Q2 2020 | $4,959,000 | +4.8% | 200,836 | -15.6% | 0.08% | -21.2% |
| Q1 2020 | $4,731,000 | -42.9% | 238,082 | -19.6% | 0.10% | -20.6% |
| Q4 2019 | $8,292,000 | +31.6% | 296,055 | +18.0% | 0.13% | -40.7% |
| Q3 2019 | $6,303,000 | +31.5% | 250,796 | +38.1% | 0.22% | +24.9% |
| Q2 2019 | $4,794,000 | -11.6% | 181,587 | -12.9% | 0.18% | -19.5% |
| Q1 2019 | $5,423,000 | +1216.3% | 208,496 | +1090.9% | 0.22% | +900.0% |
| Q4 2018 | $412,000 | -9.8% | 17,507 | -1.4% | 0.02% | +10.0% |
| Q3 2018 | $457,000 | +319.3% | 17,763 | +321.2% | 0.02% | +233.3% |
| Q2 2018 | $109,000 | +7.9% | 4,217 | +17.8% | 0.01% | 0.0% |
| Q1 2018 | $101,000 | -12.9% | 3,580 | -13.6% | 0.01% | -14.3% |
| Q4 2017 | $116,000 | -45.3% | 4,143 | -45.7% | 0.01% | -22.2% |
| Q3 2017 | $212,000 | +2020.0% | 7,623 | +1528.8% | 0.01% | +800.0% |
| Q1 2016 | $10,000 | – | 468 | – | 0.00% | – |
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% |