SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 696 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,020 | +7.2% | 264 | +1.9% | 0.01% | 0.0% |
Q1 2024 | $6,548 | +1.9% | 259 | 0.0% | 0.01% | -12.5% |
Q4 2023 | $6,428 | -17.8% | 259 | -20.8% | 0.01% | -20.0% |
Q3 2023 | $7,823 | +26.7% | 327 | +30.3% | 0.01% | +11.1% |
Q2 2023 | $6,176 | +0.9% | 251 | +0.8% | 0.01% | -10.0% |
Q1 2023 | $6,118 | +3.6% | 249 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $5,905 | +18.1% | 249 | +2.0% | 0.01% | +11.1% |
Q3 2022 | $5,000 | -16.7% | 244 | 0.0% | 0.01% | -10.0% |
Q2 2022 | $6,000 | -14.3% | 244 | +0.4% | 0.01% | 0.0% |
Q1 2022 | $7,000 | 0.0% | 243 | 0.0% | 0.01% | +11.1% |
Q4 2021 | $7,000 | 0.0% | 243 | +2.1% | 0.01% | 0.0% |
Q3 2021 | $7,000 | -12.5% | 238 | +0.8% | 0.01% | -18.2% |
Q2 2021 | $8,000 | +14.3% | 236 | +1.7% | 0.01% | +10.0% |
Q1 2021 | $7,000 | 0.0% | 232 | +0.4% | 0.01% | 0.0% |
Q4 2020 | $7,000 | +16.7% | 231 | +1.8% | 0.01% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 227 | 0.0% | 0.01% | -23.1% |
Q2 2020 | $6,000 | +20.0% | 227 | +0.4% | 0.01% | +18.2% |
Q1 2020 | $5,000 | -16.7% | 226 | 0.0% | 0.01% | -8.3% |
Q4 2019 | $6,000 | 0.0% | 226 | +2.3% | 0.01% | -7.7% |
Q3 2019 | $6,000 | 0.0% | 221 | +0.5% | 0.01% | -18.8% |
Q2 2019 | $6,000 | +20.0% | 220 | +19.6% | 0.02% | +33.3% |
Q1 2019 | $5,000 | +25.0% | 184 | +0.5% | 0.01% | -7.7% |
Q4 2018 | $4,000 | -20.0% | 183 | +2.2% | 0.01% | -18.8% |
Q3 2018 | $5,000 | 0.0% | 179 | 0.0% | 0.02% | -5.9% |
Q2 2018 | $5,000 | +150.0% | 179 | +208.6% | 0.02% | +142.9% |
Q1 2018 | $2,000 | – | 58 | – | 0.01% | – |
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% |