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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,794 | -53.2% | 557 | -55.5% | 0.00% | -100.0% |
| Q1 2024 | $31,588 | +152.3% | 1,251 | +147.7% | 0.00% | – |
| Q4 2023 | $12,519 | -96.1% | 505 | -96.2% | 0.00% | -100.0% |
| Q3 2023 | $321,323 | +21293.0% | 13,422 | +21903.3% | 0.01% | – |
| Q2 2023 | $1,502 | +188.3% | 61 | -99.7% | 0.00% | -100.0% |
| Q1 2023 | $521 | – | 21,257 | +2125600.0% | 0.02% | – |
| Q4 2022 | $0 | -100.0% | 1 | -99.1% | 0.00% | – |
| Q3 2022 | $2,000 | -97.4% | 111 | -96.3% | 0.00% | -100.0% |
| Q2 2022 | $76,000 | +1166.7% | 3,005 | +1235.6% | 0.00% | – |
| Q1 2022 | $6,000 | -71.4% | 225 | -67.9% | 0.00% | -100.0% |
| Q3 2021 | $21,000 | -74.7% | 700 | -72.1% | 0.00% | -50.0% |
| Q2 2021 | $83,000 | +219.2% | 2,510 | +212.2% | 0.00% | – |
| Q1 2021 | $26,000 | 0.0% | 804 | -18.2% | 0.00% | – |
| Q3 2020 | $26,000 | -72.0% | 983 | -74.3% | 0.00% | -100.0% |
| Q2 2020 | $93,000 | +675.0% | 3,827 | +537.8% | 0.00% | +300.0% |
| Q1 2020 | $12,000 | -52.0% | 600 | -34.9% | 0.00% | -50.0% |
| Q4 2019 | $25,000 | +47.1% | 921 | +38.1% | 0.00% | +100.0% |
| Q3 2019 | $17,000 | – | 667 | +16575.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 4 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $93,000 | – | 3,955 | +98775.0% | 0.01% | – |
| Q3 2018 | $0 | – | 4 | – | 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% |